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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 | $255,920 | $78,015+228.0% | $178,505+43.4% | $80,959+216.1% |
| Participation rate | 56.0% | 65.7%-9.7pp | 77.1%-21.1pp | 67.7%-11.7pp |
| Annual return | 15.11% | 18.10%-3.0pp | 27.16%-12.0pp | 35.67%-20.6pp |
| Employer contribution / active EE | $483 | $2,281-78.8% | $3,955-87.8% | $2,757-82.5% |
| Participant deferral / active EE | $6,151 | $4,406+39.6% | $6,280-2.1% | $4,300+43.0% |
| Admin fee / account holder | $33,225 | $7,160+364.0% | $10,428+218.6% | $6,925+379.8% |