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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 | $160,040+142.0% | $147,096+163.3% | $145,877+165.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 7.82% | 98.49%-90.7pp | 419.75%-411.9pp | 551.28%-543.5pp |
| Employer contribution / active EE | $45 | $5,289-99.2% | $4,936-99.1% | $4,663-99.0% |
| Participant deferral / active EE | $3,552 | $8,429-57.9% | $8,071-56.0% | $6,691-46.9% |
| Admin fee / account holder | $40,674 | $15,050+170.3% | $13,005+212.8% | $13,402+203.5% |