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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 | $352,302 | $156,398+125.3% | $147,318+139.1% | $138,895+153.6% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-24.9pp | 79.9%-22.8pp |
| Annual return | 4.20% | 78.75%-74.5pp | 70.43%-66.2pp | 145.39%-141.2pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,864 | $8,237-28.8% | $7,906-25.8% | $6,396-8.3% |
| Admin fee / account holder | $292,571 | $14,976+1853.6% | $13,708+2034.4% | $12,562+2229.0% |