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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 | $364,871 | $185,312+96.9% | $161,489+125.9% | $154,746+135.8% |
| Participation rate | 35.0% | 82.5%-47.5pp | 78.7%-43.7pp | 80.7%-45.7pp |
| Annual return | 12.81% | 103.84%-91.0pp | 89.72%-76.9pp | 172.34%-159.5pp |
| Employer contribution / active EE | $953 | $4,769-80.0% | $4,268-77.7% | $4,379-78.2% |
| Participant deferral / active EE | $5,793 | $6,350-8.8% | $5,630+2.9% | $6,730-13.9% |
| Admin fee / account holder | $1,909 | $18,654-89.8% | $16,006-88.1% | $14,365-86.7% |