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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 | $266,619 | $156,398+70.5% | $147,318+81.0% | $138,895+92.0% |
| Participation rate | 10.5% | 83.8%-73.2pp | 82.1%-71.5pp | 79.9%-69.4pp |
| Annual return | 17.49% | 78.75%-61.3pp | 70.43%-52.9pp | 145.39%-127.9pp |
| Employer contribution / active EE | $282 | $4,853-94.2% | $4,593-93.8% | $4,194-93.3% |
| Participant deferral / active EE | $3,612 | $8,237-56.2% | $7,906-54.3% | $6,396-43.5% |
| Admin fee / account holder | $16,432 | $14,976+9.7% | $13,708+19.9% | $12,562+30.8% |