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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 | $301,935 | $117,846+156.2% | $102,434+194.8% | $145,884+107.0% |
| Participation rate | 69.2% | 78.6%-9.4pp | 76.5%-7.3pp | 80.3%-11.1pp |
| Annual return | 13.92% | 31.90%-18.0pp | 29.46%-15.5pp | 551.85%-537.9pp |
| Employer contribution / active EE | $98 | $3,615-97.3% | $3,023-96.8% | $4,662-97.9% |
| Participant deferral / active EE | $9,131 | $5,733+59.3% | $5,055+80.6% | $6,690+36.5% |
| Admin fee / account holder | $88,060 | $13,356+559.3% | $9,462+830.7% | $13,392+557.6% |