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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 | $262,731 | $150,447+74.6% | $136,298+92.8% | $147,586+78.0% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 8.20% | 1049.15%-1041.0pp | 5156.27%-5148.1pp | 578.59%-570.4pp |
| Employer contribution / active EE | $853 | $5,256-83.8% | $4,696-81.8% | $4,876-82.5% |
| Participant deferral / active EE | $4,247 | $6,631-35.9% | $6,247-32.0% | $5,439-21.9% |
| Admin fee / account holder | $4,597 | $10,906-57.8% | $9,244-50.3% | $10,886-57.8% |