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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 | $350,209 | $134,817+159.8% | $123,973+182.5% | $155,188+125.7% |
| Participation rate | 21.4% | 79.4%-58.0pp | 76.7%-55.2pp | 80.8%-59.4pp |
| Annual return | 17.12% | 515.49%-498.4pp | 388.13%-371.0pp | 148.84%-131.7pp |
| Employer contribution / active EE | $129 | $4,425-97.1% | $4,126-96.9% | $4,248-97.0% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $10,572 | $13,245-20.2% | $11,799-10.4% | $14,480-27.0% |