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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 | $535,826 | $96,558+454.9% | $80,977+561.7% | $273,972+95.6% |
| Participation rate | 63.6% | 79.1%-15.4pp | 75.8%-12.2pp | 83.0%-19.4pp |
| Annual return | -3.50% | 15.14%-18.6pp | 17.11%-20.6pp | 41.46%-45.0pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,082 | $6,598-68.4% | $5,696-63.5% | $5,287-60.6% |
| Admin fee / account holder | $55,299 | $7,493+638.0% | $5,517+902.4% | $10,133+445.8% |