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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 | $306,298 | $183,592+66.8% | $155,574+96.9% | $145,877+110.0% |
| Participation rate | 16.7% | 82.7%-66.0pp | 78.2%-61.5pp | 80.3%-63.6pp |
| Annual return | 19.28% | 61.37%-42.1pp | 64.87%-45.6pp | 551.28%-532.0pp |
| Employer contribution / active EE | $233 | $5,317-95.6% | $4,676-95.0% | $4,663-95.0% |
| Participant deferral / active EE | $7,000 | $6,466+8.3% | $5,629+24.3% | $6,691+4.6% |
| Admin fee / account holder | $1,475 | $19,316-92.4% | $15,914-90.7% | $13,402-89.0% |