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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 | $281,572 | $152,591+84.5% | $117,529+139.6% | $134,545+109.3% |
| Participation rate | 20.0% | 77.1%-57.1pp | 70.6%-50.6pp | 81.2%-61.2pp |
| Annual return | -23.17% | 53.04%-76.2pp | 29.77%-52.9pp | 418.37%-441.5pp |
| Employer contribution / active EE | $154 | $5,576-97.2% | $4,179-96.3% | $4,742-96.7% |
| Participant deferral / active EE | $3,600 | $4,821-25.3% | $4,072-11.6% | $6,401-43.8% |
| Admin fee / account holder | $1,823 | $7,004-74.0% | $5,645-67.7% | $11,431-84.0% |