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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 | $387,368 | $159,934+142.2% | $147,005+163.5% | $145,959+165.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 7.82% | 98.24%-90.4pp | 418.76%-410.9pp | 561.95%-554.1pp |
| Employer contribution / active EE | $45 | $5,287-99.2% | $4,934-99.1% | $4,661-99.0% |
| Participant deferral / active EE | $3,552 | $8,427-57.8% | $8,070-56.0% | $6,689-46.9% |
| Admin fee / account holder | $40,674 | $15,053+170.2% | $13,006+212.7% | $13,398+203.6% |