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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $302,554 | $67,594+347.6% | $77,361+291.1% | $69,733+333.9% |
| Participation rate | 21.6% | 71.7%-50.1pp | 75.0%-53.4pp | 62.5%-40.9pp |
| Annual return | 10.16% | 19.20%-9.0pp | 1011.54%-1001.4pp | 15.22%-5.1pp |
| Employer contribution / active EE | $2,096 | $2,649-20.9% | $2,990-29.9% | $2,250-6.8% |
| Participant deferral / active EE | $1,065 | $3,401-68.7% | $3,911-72.8% | $3,054-65.1% |
| Admin fee / account holder | $39,657 | $1,159+3320.4% | $5,894+572.9% | $3,102+1178.5% |