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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 | $265,265 | $180,462+47.0% | $154,111+72.1% | $135,379+95.9% |
| Participation rate | 22.2% | 87.4%-65.2pp | 83.0%-60.8pp | 82.6%-60.4pp |
| Annual return | -9.76% | 888.17%-897.9pp | 735.18%-744.9pp | 519.79%-529.5pp |
| Employer contribution / active EE | $402 | $6,036-93.3% | $5,298-92.4% | $4,779-91.6% |
| Participant deferral / active EE | $2,722 | $5,806-53.1% | $5,081-46.4% | $5,609-51.5% |
| Admin fee / account holder | $1,569 | $16,145-90.3% | $13,411-88.3% | $10,828-85.5% |