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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 | $410,284 | $96,643+324.5% | $86,617+373.7% | $139,456+194.2% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 10.24% | 106.57%-96.3pp | 591.91%-581.7pp | 373.45%-363.2pp |
| Employer contribution / active EE | $100 | $3,264-96.9% | $3,023-96.7% | $4,753-97.9% |
| Participant deferral / active EE | $2,500 | $4,835-48.3% | $4,437-43.7% | $6,711-62.7% |
| Admin fee / account holder | $69,642 | $6,406+987.1% | $5,613+1140.8% | $11,407+510.5% |