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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 | $272,278 | $211,105+29.0% | $178,449+52.6% | $145,978+86.5% |
| Participation rate | 33.3% | 80.8%-47.5pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | -0.07% | 30.19%-30.3pp | 27.09%-27.2pp | 550.52%-550.6pp |
| Employer contribution / active EE | $0 | $4,569-100.0% | $3,951-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,667 | $6,959+24.5% | $6,277+38.1% | $6,690+29.6% |
| Admin fee / account holder | $48,000 | $12,017+299.4% | $10,362+363.2% | $13,400+258.2% |