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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 | $391,819 | $123,793+216.5% | $177,840+120.3% | $79,852+390.7% |
| Participation rate | 62.1% | 84.7%-22.6pp | 87.7%-25.6pp | 69.6%-7.6pp |
| Annual return | 10.56% | 22.82%-12.3pp | 48.32%-37.8pp | 31.72%-21.2pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,731 | $5,956+80.2% | $7,714+39.1% | $3,740+186.9% |
| Admin fee / account holder | $37,874 | $7,243+422.9% | $12,431+204.7% | $5,306+613.8% |