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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 | $108,897+338.5% | $100,378+375.8% | $145,877+227.4% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 7.34% | 58.17%-50.8pp | 49.41%-42.1pp | 551.28%-543.9pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,552 | $8,455+24.8% | $8,087+30.5% | $6,691+57.7% |
| Admin fee / account holder | $4,697 | $9,690-51.5% | $7,899-40.5% | $13,402-65.0% |