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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 | $281,145 | $185,312+51.7% | $161,489+74.1% | $154,746+81.7% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 17.72% | 103.84%-86.1pp | 89.72%-72.0pp | 172.34%-154.6pp |
| Employer contribution / active EE | $824 | $4,769-82.7% | $4,268-80.7% | $4,379-81.2% |
| Participant deferral / active EE | $7,833 | $6,350+23.4% | $5,630+39.1% | $6,730+16.4% |
| Admin fee / account holder | $2,435 | $18,654-86.9% | $16,006-84.8% | $14,365-83.1% |