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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 | $364,438 | $160,040+127.7% | $147,096+147.8% | $145,877+149.8% |
| Participation rate | 53.3% | 84.0%-30.7pp | 82.2%-28.8pp | 80.3%-27.0pp |
| Annual return | 15.71% | 98.49%-82.8pp | 419.75%-404.0pp | 551.28%-535.6pp |
| Employer contribution / active EE | $137 | $5,289-97.4% | $4,936-97.2% | $4,663-97.1% |
| Participant deferral / active EE | $10,007 | $8,429+18.7% | $8,071+24.0% | $6,691+49.6% |
| Admin fee / account holder | $24,971 | $15,050+65.9% | $13,005+92.0% | $13,402+86.3% |