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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 | $265,074 | $198,462+33.6% | $170,439+55.5% | $147,585+79.6% |
| Participation rate | 69.6% | 88.0%-18.4pp | 83.6%-14.0pp | 82.8%-13.3pp |
| Annual return | 16.96% | 257.30%-240.3pp | 205.94%-189.0pp | 578.58%-561.6pp |
| Employer contribution / active EE | $984 | $6,184-84.1% | $5,433-81.9% | $4,876-79.8% |
| Participant deferral / active EE | $9,279 | $5,629+64.8% | $4,939+87.9% | $5,439+70.6% |
| Admin fee / account holder | $4,048 | $16,852-76.0% | $13,881-70.8% | $10,886-62.8% |