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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 | $292,926 | $108,825+169.2% | $156,181+87.6% | $82,448+255.3% |
| Participation rate | 59.5% | 72.4%-12.9pp | 78.8%-19.4pp | 68.1%-8.6pp |
| Annual return | 16.42% | 20.59%-4.2pp | 64.87%-48.5pp | 41.64%-25.2pp |
| Employer contribution / active EE | $445 | $2,870-84.5% | $4,294-89.6% | $2,551-82.6% |
| Participant deferral / active EE | $7,454 | $4,577+62.9% | $6,132+21.6% | $4,139+80.1% |
| Admin fee / account holder | $7,604 | $9,341-18.6% | $14,586-47.9% | $7,234+5.1% |