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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 | $252,577 | $185,312+36.3% | $161,489+56.4% | $154,746+63.2% |
| Participation rate | 20.0% | 82.5%-62.5pp | 78.7%-58.7pp | 80.7%-60.7pp |
| Annual return | 11.44% | 103.84%-92.4pp | 89.72%-78.3pp | 172.34%-160.9pp |
| Employer contribution / active EE | $823 | $4,769-82.7% | $4,268-80.7% | $4,379-81.2% |
| Participant deferral / active EE | $5,658 | $6,350-10.9% | $5,630+0.5% | $6,730-15.9% |
| Admin fee / account holder | $116,060 | $18,654+522.2% | $16,006+625.1% | $14,365+707.9% |