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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 | $314,724 | $153,769+104.7% | $133,975+134.9% | $273,972+14.9% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 0.92% | 36.51%-35.6pp | 29.29%-28.4pp | 41.46%-40.5pp |
| Employer contribution / active EE | $824 | $6,029-86.3% | $5,211-84.2% | $4,869-83.1% |
| Participant deferral / active EE | $3,231 | $6,958-53.6% | $6,282-48.6% | $5,287-38.9% |
| Admin fee / account holder | $175,696 | $11,765+1393.4% | $9,324+1784.3% | $10,133+1634.0% |