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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 | $299,061 | $174,379+71.5% | $152,093+96.6% | $138,895+115.3% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 98.21% | 74.86%+23.4pp | 66.36%+31.9pp | 145.39%-47.2pp |
| Employer contribution / active EE | $678 | $4,652-85.4% | $4,175-83.8% | $4,194-83.8% |
| Participant deferral / active EE | $10,333 | $6,159+67.8% | $5,451+89.6% | $6,396+61.6% |
| Admin fee / account holder | $6,296 | $16,880-62.7% | $14,497-56.6% | $12,562-49.9% |