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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 | $314,327 | $217,432+44.6% | $185,849+69.1% | $167,536+87.6% |
| Participation rate | 30.0% | 86.1%-56.1pp | 81.7%-51.7pp | 82.1%-52.1pp |
| Annual return | 20.71% | 148.42%-127.7pp | 122.10%-101.4pp | 478.82%-458.1pp |
| Employer contribution / active EE | $1,058 | $5,875-82.0% | $5,169-79.5% | $4,839-78.1% |
| Participant deferral / active EE | $6,500 | $6,357+2.2% | $5,569+16.7% | $6,342+2.5% |
| Admin fee / account holder | $4,735 | $19,818-76.1% | $16,244-70.9% | $12,315-61.5% |