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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 | $255,059 | $183,516+39.0% | $155,534+64.0% | $145,884+74.8% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 11.40% | 61.43%-50.0pp | 64.92%-53.5pp | 551.85%-540.5pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,665 | $6,467+3.1% | $5,630+18.4% | $6,690-0.4% |
| Admin fee / account holder | $939 | $19,293-95.1% | $15,900-94.1% | $13,392-93.0% |