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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 | $477,556 | $108,942+338.4% | $100,415+375.6% | $145,897+227.3% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.9pp | 80.3%-13.6pp |
| Annual return | 7.34% | 58.27%-50.9pp | 49.47%-42.1pp | 552.29%-545.0pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,552 | $8,461+24.7% | $8,091+30.4% | $6,689+57.7% |
| Admin fee / account holder | $4,697 | $9,702-51.6% | $7,906-40.6% | $13,390-64.9% |