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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 | $272,612 | $81,487+234.5% | $102,412+166.2% | $80,935+236.8% |
| Participation rate | 12.8% | 66.8%-54.0pp | 74.5%-61.7pp | 67.7%-54.8pp |
| Annual return | 12.59% | 25.60%-13.0pp | 24.94%-12.3pp | 35.66%-23.1pp |
| Employer contribution / active EE | $437 | $3,103-85.9% | $3,870-88.7% | $2,757-84.2% |
| Participant deferral / active EE | $3,900 | $3,871+0.8% | $5,060-22.9% | $4,299-9.3% |
| Admin fee / account holder | $7,305 | $6,717+8.8% | $8,388-12.9% | $6,924+5.5% |