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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 | $282,755 | $106,749+164.9% | $145,433+94.4% | $82,448+243.0% |
| Participation rate | 65.2% | 75.6%-10.4pp | 82.1%-16.9pp | 68.1%-2.9pp |
| Annual return | 12.04% | 27.59%-15.6pp | 66.58%-54.5pp | 41.64%-29.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,512 | $6,519+30.6% | $7,897+7.8% | $4,139+105.6% |
| Admin fee / account holder | $29,413 | $8,390+250.6% | $13,129+124.0% | $7,234+306.6% |