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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 | $545,603 | $114,119+378.1% | $107,187+409.0% | $138,895+292.8% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 14.15% | 273.21%-259.1pp | 204.55%-190.4pp | 145.39%-131.2pp |
| Employer contribution / active EE | $392 | $4,059-90.3% | $3,782-89.6% | $4,194-90.6% |
| Participant deferral / active EE | $18,087 | $5,538+226.6% | $5,096+254.9% | $6,396+182.8% |
| Admin fee / account holder | $8,439 | $10,024-15.8% | $9,162-7.9% | $12,562-32.8% |