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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 | $355,259 | $105,861+235.6% | $90,756+291.4% | $134,509+164.1% |
| Participation rate | 17.4% | 78.2%-60.9pp | 75.7%-58.3pp | 81.2%-63.8pp |
| Annual return | -24.21% | -10.99%-13.2pp | -12.16%-12.1pp | 418.13%-442.3pp |
| Employer contribution / active EE | $316 | $3,463-90.9% | $2,922-89.2% | $4,741-93.3% |
| Participant deferral / active EE | $1,981 | $5,217-62.0% | $4,565-56.6% | $6,400-69.0% |
| Admin fee / account holder | $28,703 | $13,938+105.9% | $8,445+239.9% | $11,427+151.2% |