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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 | $297,666 | $105,866+181.2% | $90,766+227.9% | $134,545+121.2% |
| Participation rate | 59.1% | 78.3%-19.2pp | 75.7%-16.6pp | 81.2%-22.1pp |
| Annual return | -22.20% | -10.99%-11.2pp | -12.16%-10.0pp | 418.37%-440.6pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,452 | $5,217-53.0% | $4,565-46.3% | $6,401-61.7% |
| Admin fee / account holder | $5,567 | $13,938-60.1% | $8,446-34.1% | $11,431-51.3% |