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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 | $431,620 | $98,760+337.0% | $149,715+188.3% | $79,858+440.5% |
| Participation rate | 65.4% | 75.8%-10.4pp | 82.5%-17.1pp | 69.6%-4.3pp |
| Annual return | 10.72% | 27.43%-16.7pp | 276.66%-265.9pp | 31.72%-21.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,183 | $5,681+44.1% | $6,842+19.6% | $3,740+118.8% |
| Admin fee / account holder | $33,013 | $6,053+445.4% | $9,310+254.6% | $5,306+522.2% |