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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 | $702,664 | $185,856+278.1% | $170,028+313.3% | $139,456+403.9% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | -1.51% | 60.52%-62.0pp | 53.39%-54.9pp | 373.45%-375.0pp |
| Employer contribution / active EE | $437 | $7,593-94.2% | $6,788-93.6% | $4,753-90.8% |
| Participant deferral / active EE | $5,006 | $11,623-56.9% | $10,409-51.9% | $6,711-25.4% |
| Admin fee / account holder | $22,568 | $15,387+46.7% | $12,820+76.0% | $11,407+97.8% |