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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 | $525,166 | $183,592+186.1% | $155,574+237.6% | $145,877+260.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 16.92% | 61.37%-44.5pp | 64.87%-47.9pp | 551.28%-534.4pp |
| Employer contribution / active EE | $925 | $5,317-82.6% | $4,676-80.2% | $4,663-80.2% |
| Participant deferral / active EE | $6,899 | $6,466+6.7% | $5,629+22.6% | $6,691+3.1% |
| Admin fee / account holder | $5,322 | $19,316-72.4% | $15,914-66.6% | $13,402-60.3% |