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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 | $290,461 | $115,810+150.8% | $101,271+186.8% | $158,966+82.7% |
| Participation rate | 20.0% | 79.4%-59.4pp | 75.8%-55.8pp | 82.0%-62.0pp |
| Annual return | -1.85% | 56.15%-58.0pp | 46.48%-48.3pp | 302.95%-304.8pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,200 | $4,958+4.9% | $4,371+19.0% | $5,983-13.1% |
| Admin fee / account holder | $210,492 | $7,248+2804.1% | $5,948+3439.2% | $11,250+1771.0% |