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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 | $279,613 | $134,817+107.4% | $123,973+125.5% | $155,188+80.2% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.7%-16.7pp | 80.8%-20.8pp |
| Annual return | 16.35% | 515.49%-499.1pp | 388.13%-371.8pp | 148.84%-132.5pp |
| Employer contribution / active EE | $673 | $4,425-84.8% | $4,126-83.7% | $4,248-84.2% |
| Participant deferral / active EE | $2,825 | $5,706-50.5% | $5,247-46.2% | $6,531-56.7% |
| Admin fee / account holder | $5,916 | $13,245-55.3% | $11,799-49.9% | $14,480-59.1% |