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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 | $369,523 | $154,209+139.6% | $130,062+184.1% | $139,487+164.9% |
| Participation rate | 21.1% | 82.0%-60.9pp | 78.5%-57.5pp | 80.3%-59.3pp |
| Annual return | 5.67% | 32.52%-26.9pp | -137.37%+143.0pp | 373.84%-368.2pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,366 | $6,709-49.8% | $5,821-42.2% | $6,713-49.9% |
| Admin fee / account holder | $57,628 | $13,988+312.0% | $10,601+443.6% | $11,407+405.2% |