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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 | $328,763 | $95,453+244.4% | $112,040+193.4% | $82,448+298.8% |
| Participation rate | 60.6% | 72.8%-12.2pp | 76.5%-15.9pp | 68.1%-7.5pp |
| Annual return | 11.58% | 23.92%-12.3pp | 24.52%-12.9pp | 41.64%-30.1pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,288 | $4,224+25.2% | $5,098+3.7% | $4,139+27.7% |
| Admin fee / account holder | $57,206 | $9,013+534.7% | $12,098+372.9% | $7,234+690.8% |