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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 | $289,924 | $159,978+81.2% | $147,041+97.2% | $145,978+98.6% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 12.72% | 98.36%-85.6pp | 419.21%-406.5pp | 550.52%-537.8pp |
| Employer contribution / active EE | $75 | $5,288-98.6% | $4,935-98.5% | $4,662-98.4% |
| Participant deferral / active EE | $7,484 | $8,429-11.2% | $8,071-7.3% | $6,690+11.9% |
| Admin fee / account holder | $56,107 | $15,053+272.7% | $13,006+331.4% | $13,400+318.7% |