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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 | $315,591 | $201,370+56.7% | $184,256+71.3% | $145,897+116.3% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 10.89% | 29.05%-18.2pp | 28.85%-18.0pp | 552.29%-541.4pp |
| Employer contribution / active EE | $1,165 | $7,024-83.4% | $6,427-81.9% | $4,663-75.0% |
| Participant deferral / active EE | $17,711 | $9,808+80.6% | $9,133+93.9% | $6,689+164.8% |
| Admin fee / account holder | $20,695 | $16,364+26.5% | $13,899+48.9% | $13,390+54.5% |