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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 | $199,109+65.4% | $173,730+89.5% | $154,746+112.8% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.6%-29.6pp | 80.7%-30.7pp |
| Annual return | 20.85% | 20.02%+0.8pp | 19.96%+0.9pp | 172.34%-151.5pp |
| Employer contribution / active EE | $1,038 | $5,311-80.5% | $4,577-77.3% | $4,379-76.3% |
| Participant deferral / active EE | $9,161 | $7,113+28.8% | $6,326+44.8% | $6,730+36.1% |
| Admin fee / account holder | $1,686 | $20,916-91.9% | $17,523-90.4% | $14,365-88.3% |