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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 | $265,195 | $201,372+31.7% | $184,260+43.9% | $145,884+81.8% |
| Participation rate | 62.5% | 87.5%-25.0pp | 86.8%-24.3pp | 80.3%-17.8pp |
| Annual return | 21.92% | 29.04%-7.1pp | 28.84%-6.9pp | 551.85%-529.9pp |
| Employer contribution / active EE | $877 | $7,024-87.5% | $6,427-86.3% | $4,662-81.2% |
| Participant deferral / active EE | $4,023 | $9,808-59.0% | $9,133-56.0% | $6,690-39.9% |
| Admin fee / account holder | $1,256 | $16,362-92.3% | $13,898-91.0% | $13,392-90.6% |