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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 | $602,933 | $111,535+440.6% | $105,223+473.0% | $137,256+339.3% |
| Participation rate | 46.2% | 78.1%-31.9pp | 75.0%-28.9pp | 80.0%-33.8pp |
| Annual return | 7.23% | 237.85%-230.6pp | 180.65%-173.4pp | 220.34%-213.1pp |
| Employer contribution / active EE | $159 | $3,939-96.0% | $3,689-95.7% | $4,156-96.2% |
| Participant deferral / active EE | $1,808 | $5,500-67.1% | $5,072-64.4% | $6,407-71.8% |
| Admin fee / account holder | $1,801 | $9,721-81.5% | $8,859-79.7% | $12,270-85.3% |