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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $262,249 | $118,488+121.3% | $98,462+166.3% | $139,487+88.0% |
| Participation rate | 63.2% | 77.5%-14.3pp | 75.2%-12.0pp | 80.3%-17.2pp |
| Annual return | 11.09% | 18.96%-7.9pp | 21.17%-10.1pp | 373.84%-362.8pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $8,533 | $5,393+58.2% | $4,738+80.1% | $6,713+27.1% |
| Admin fee / account holder | $40,384 | $13,868+191.2% | $8,875+355.1% | $11,407+254.0% |