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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 | $278,087 | $138,078+101.4% | $125,363+121.8% | $134,509+106.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -16.45% | 750.49%-766.9pp | 572.15%-588.6pp | 418.13%-434.6pp |
| Employer contribution / active EE | $413 | $5,245-92.1% | $4,815-91.4% | $4,741-91.3% |
| Participant deferral / active EE | $15,842 | $7,800+103.1% | $7,447+112.7% | $6,400+147.5% |
| Admin fee / account holder | $1,202 | $11,566-89.6% | $10,005-88.0% | $11,427-89.5% |