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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 | $272,006 | $150,447+80.8% | $136,298+99.6% | $147,586+84.3% |
| Participation rate | 68.2% | 84.4%-16.2pp | 81.9%-13.7pp | 82.8%-14.6pp |
| Annual return | 10.23% | 1049.15%-1038.9pp | 5156.27%-5146.0pp | 578.59%-568.4pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,525 | $6,631-31.8% | $6,247-27.6% | $5,439-16.8% |
| Admin fee / account holder | $6,855 | $10,906-37.1% | $9,244-25.8% | $10,886-37.0% |