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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 | $329,273 | $254,759+29.2% | $216,567+52.0% | $198,609+65.8% |
| Participation rate | 50.0% | 84.5%-34.5pp | 81.6%-31.6pp | 82.4%-32.4pp |
| Annual return | 20.85% | 10.04%+10.8pp | 12.94%+7.9pp | 202.70%-181.9pp |
| Employer contribution / active EE | $1,038 | $6,096-83.0% | $5,216-80.1% | $5,055-79.5% |
| Participant deferral / active EE | $9,161 | $6,948+31.9% | $6,191+48.0% | $6,977+31.3% |
| Admin fee / account holder | $1,686 | $26,311-93.6% | $21,981-92.3% | $19,030-91.1% |