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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 | $305,174 | $172,111+77.3% | $150,298+103.0% | $137,256+122.3% |
| Participation rate | 42.9% | 81.7%-38.9pp | 77.8%-34.9pp | 80.0%-37.1pp |
| Annual return | 10.72% | 69.37%-58.7pp | 62.79%-52.1pp | 220.34%-209.6pp |
| Employer contribution / active EE | $438 | $4,636-90.5% | $4,154-89.4% | $4,156-89.5% |
| Participant deferral / active EE | $3,357 | $6,166-45.6% | $5,453-38.4% | $6,407-47.6% |
| Admin fee / account holder | $7,773 | $16,471-52.8% | $14,116-44.9% | $12,270-36.7% |