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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 | $291,208 | $183,988+58.3% | $162,177+79.6% | $152,897+90.5% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.6%-54.2pp | 82.5%-49.1pp |
| Annual return | 3.00% | 150.79%-147.8pp | 115.60%-112.6pp | 345.43%-342.4pp |
| Employer contribution / active EE | $1,175 | $6,370-81.6% | $5,613-79.1% | $4,764-75.3% |
| Participant deferral / active EE | $4,525 | $8,032-43.7% | $7,297-38.0% | $5,851-22.7% |
| Admin fee / account holder | $38,085 | $13,123+190.2% | $10,843+251.2% | $11,599+228.3% |