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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 | $331,792 | $148,582+123.3% | $135,942+144.1% | $139,456+137.9% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 11.44% | 79.26%-67.8pp | 68.28%-56.8pp | 373.45%-362.0pp |
| Employer contribution / active EE | $881 | $5,245-83.2% | $4,858-81.9% | $4,753-81.5% |
| Participant deferral / active EE | $2,597 | $8,101-67.9% | $7,759-66.5% | $6,711-61.3% |
| Admin fee / account holder | $47,605 | $12,402+283.8% | $10,764+342.3% | $11,407+317.3% |