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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 | $134,817+347.2% | $123,973+386.3% | $155,188+288.5% |
| Participation rate | 46.2% | 79.4%-33.2pp | 76.7%-30.5pp | 80.8%-34.6pp |
| Annual return | 7.23% | 515.49%-508.3pp | 388.13%-380.9pp | 148.84%-141.6pp |
| Employer contribution / active EE | $159 | $4,425-96.4% | $4,126-96.1% | $4,248-96.3% |
| Participant deferral / active EE | $1,808 | $5,706-68.3% | $5,247-65.5% | $6,531-72.3% |
| Admin fee / account holder | $1,801 | $13,245-86.4% | $11,799-84.7% | $14,480-87.6% |