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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 | $397,225 | $181,896+118.4% | $156,551+153.7% | $273,972+45.0% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 7.08% | 30.74%-23.7pp | 32.23%-25.2pp | 41.46%-34.4pp |
| Employer contribution / active EE | $819 | $6,248-86.9% | $5,501-85.1% | $4,869-83.2% |
| Participant deferral / active EE | $12,161 | $5,550+119.1% | $4,871+149.7% | $5,287+130.0% |
| Admin fee / account holder | $37,500 | $15,560+141.0% | $13,028+187.8% | $10,133+270.1% |