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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 | $279,175 | $176,120+58.5% | $159,487+75.0% | $167,553+66.6% |
| Participation rate | 9.5% | 85.0%-75.4pp | 82.8%-73.3pp | 82.1%-72.6pp |
| Annual return | 16.92% | 331.95%-315.0pp | 263.71%-246.8pp | 478.89%-462.0pp |
| Employer contribution / active EE | $749 | $5,299-85.9% | $4,831-84.5% | $4,840-84.5% |
| Participant deferral / active EE | $2,718 | $7,752-64.9% | $7,354-63.0% | $6,343-57.1% |
| Admin fee / account holder | $650 | $12,561-94.8% | $10,804-94.0% | $12,316-94.7% |