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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 | $300,994 | $210,698+42.9% | $178,014+69.1% | $145,959+106.2% |
| Participation rate | 62.5% | 80.8%-18.3pp | 77.1%-14.6pp | 80.3%-17.8pp |
| Annual return | 11.77% | 386.27%-374.5pp | 294.80%-283.0pp | 561.95%-550.2pp |
| Employer contribution / active EE | $322 | $4,567-93.0% | $3,950-91.9% | $4,661-93.1% |
| Participant deferral / active EE | $5,151 | $6,958-26.0% | $6,276-17.9% | $6,689-23.0% |
| Admin fee / account holder | $1,478 | $12,016-87.7% | $10,362-85.7% | $13,398-89.0% |