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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 | $259,638 | $110,240+135.5% | $96,544+168.9% | $139,487+86.1% |
| Participation rate | 41.2% | 78.1%-37.0pp | 76.0%-34.8pp | 80.3%-39.2pp |
| Annual return | 7.54% | 26.41%-18.9pp | 25.88%-18.3pp | 373.84%-366.3pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,726 | $5,549-68.9% | $4,851-64.4% | $6,713-74.3% |
| Admin fee / account holder | $6,625 | $11,602-42.9% | $8,254-19.7% | $11,407-41.9% |