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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 | $319,315 | $154,228+107.0% | $145,433+119.6% | $137,256+132.6% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 11.88% | 74.59%-62.7pp | 66.58%-54.7pp | 220.34%-208.5pp |
| Employer contribution / active EE | $518 | $4,804-89.2% | $4,554-88.6% | $4,156-87.5% |
| Participant deferral / active EE | $3,784 | $8,216-53.9% | $7,897-52.1% | $6,407-40.9% |
| Admin fee / account holder | $5,638 | $14,344-60.7% | $13,129-57.1% | $12,270-54.1% |