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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 | $307,098 | $201,264+52.6% | $184,185+66.7% | $145,978+110.4% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 18.24% | 29.00%-10.8pp | 28.81%-10.6pp | 550.52%-532.3pp |
| Employer contribution / active EE | $0 | $7,021-100.0% | $6,426-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $15,250 | $9,806+55.5% | $9,132+67.0% | $6,690+128.0% |
| Admin fee / account holder | $448 | $16,376-97.3% | $13,909-96.8% | $13,400-96.7% |