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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 | $343,188 | $148,623+130.9% | $135,974+152.4% | $139,466+146.1% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 13.00% | 79.30%-66.3pp | 68.30%-55.3pp | 373.66%-360.7pp |
| Employer contribution / active EE | $531 | $5,246-89.9% | $4,859-89.1% | $4,754-88.8% |
| Participant deferral / active EE | $2,548 | $8,103-68.6% | $7,760-67.2% | $6,712-62.0% |
| Admin fee / account holder | $156,745 | $12,406+1163.5% | $10,767+1355.8% | $11,409+1273.9% |