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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 | $148,623+123.2% | $135,974+144.0% | $139,466+137.9% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 11.44% | 79.30%-67.9pp | 68.30%-56.9pp | 373.66%-362.2pp |
| Employer contribution / active EE | $881 | $5,246-83.2% | $4,859-81.9% | $4,754-81.5% |
| Participant deferral / active EE | $2,597 | $8,103-67.9% | $7,760-66.5% | $6,712-61.3% |
| Admin fee / account holder | $47,605 | $12,406+283.7% | $10,767+342.2% | $11,409+317.3% |