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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 | $325,318 | $166,242+95.7% | $165,071+97.1% | $145,884+123.0% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | 5.02% | 100.44%-95.4pp | 70.17%-65.2pp | 551.85%-546.8pp |
| Employer contribution / active EE | $950 | $5,283-82.0% | $4,347-78.1% | $4,662-79.6% |
| Participant deferral / active EE | $4,250 | $6,964-39.0% | $6,035-29.6% | $6,690-36.5% |
| Admin fee / account holder | $705 | $16,658-95.8% | $12,695-94.5% | $13,392-94.7% |