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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 | $1,196,780 | $201,264+494.6% | $184,185+549.8% | $145,978+719.8% |
| Participation rate | 40.0% | 87.5%-47.5pp | 86.8%-46.8pp | 80.3%-40.3pp |
| Annual return | 6.44% | 29.00%-22.6pp | 28.81%-22.4pp | 550.52%-544.1pp |
| Employer contribution / active EE | $310 | $7,021-95.6% | $6,426-95.2% | $4,662-93.4% |
| Participant deferral / active EE | $8,700 | $9,806-11.3% | $9,132-4.7% | $6,690+30.1% |
| Admin fee / account holder | $94,112 | $16,376+474.7% | $13,909+576.6% | $13,400+602.3% |