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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 | $1,143,592 | $185,312+517.1% | $161,489+608.2% | $154,746+639.0% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 13.21% | 103.84%-90.6pp | 89.72%-76.5pp | 172.34%-159.1pp |
| Employer contribution / active EE | $583 | $4,769-87.8% | $4,268-86.3% | $4,379-86.7% |
| Participant deferral / active EE | $2,583 | $6,350-59.3% | $5,630-54.1% | $6,730-61.6% |
| Admin fee / account holder | $2,427 | $18,654-87.0% | $16,006-84.8% | $14,365-83.1% |