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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 | $406,131 | $99,345+308.8% | $84,753+379.2% | $273,972+48.2% |
| Participation rate | 63.6% | 80.7%-17.1pp | 76.6%-13.0pp | 83.0%-19.4pp |
| Annual return | -4.08% | 22.93%-27.0pp | 22.78%-26.9pp | 41.46%-45.5pp |
| Employer contribution / active EE | $604 | $4,214-85.7% | $3,574-83.1% | $4,869-87.6% |
| Participant deferral / active EE | $3,273 | $4,270-23.4% | $3,712-11.8% | $5,287-38.1% |
| Admin fee / account holder | $7,746 | $6,645+16.6% | $5,333+45.3% | $10,133-23.5% |