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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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $306,697 | $175,231+75.0% | $149,696+104.9% | $139,466+119.9% |
| Participation rate | 53.3% | 83.4%-30.1pp | 78.8%-25.4pp | 80.3%-27.0pp |
| Annual return | 8.52% | 166.77%-158.3pp | 134.46%-125.9pp | 373.66%-365.1pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,373 | $6,521-2.3% | $5,682+12.2% | $6,712-5.0% |
| Admin fee / account holder | $1,182 | $16,155-92.7% | $13,212-91.1% | $11,409-89.6% |