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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 | $253,568 | $110,137+130.2% | $161,149+57.4% | $82,637+206.8% |
| Participation rate | 42.9% | 72.4%-29.5pp | 78.8%-36.0pp | 68.1%-25.2pp |
| Annual return | 12.15% | 20.69%-8.5pp | 21.16%-9.0pp | 53.51%-41.4pp |
| Employer contribution / active EE | $617 | $2,856-78.4% | $4,360-85.8% | $2,552-75.8% |
| Participant deferral / active EE | $5,928 | $4,575+29.6% | $6,153-3.7% | $4,126+43.7% |
| Admin fee / account holder | $4,794 | $9,467-49.4% | $15,194-68.4% | $7,339-34.7% |