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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 | $362,182 | $226,105+60.2% | $182,540+98.4% | $152,897+136.9% |
| Participation rate | 37.5% | 82.5%-45.0pp | 78.0%-40.5pp | 82.5%-45.0pp |
| Annual return | 11.81% | 192.58%-180.8pp | 148.58%-136.8pp | 345.43%-333.6pp |
| Employer contribution / active EE | $271 | $4,978-94.5% | $4,076-93.3% | $4,764-94.3% |
| Participant deferral / active EE | $2,099 | $6,370-67.0% | $5,525-62.0% | $5,851-64.1% |
| Admin fee / account holder | $12,969 | $10,706+21.1% | $8,593+50.9% | $11,599+11.8% |