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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 | $358,137 | $167,533+113.8% | $151,645+136.2% | $134,545+166.2% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -25.85% | 7.81%-33.7pp | 3.34%-29.2pp | 418.37%-444.2pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,548 | $8,985-16.0% | $8,363-9.7% | $6,401+17.9% |
| Admin fee / account holder | $759 | $13,781-94.5% | $11,614-93.5% | $11,431-93.4% |