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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 | $292,971 | $138,114+112.1% | $125,391+133.6% | $134,545+117.8% |
| Participation rate | 16.7% | 84.5%-67.8pp | 82.4%-65.7pp | 81.2%-64.6pp |
| Annual return | -23.65% | 750.88%-774.5pp | 572.41%-596.1pp | 418.37%-442.0pp |
| Employer contribution / active EE | $658 | $5,246-87.5% | $4,816-86.3% | $4,742-86.1% |
| Participant deferral / active EE | $4,500 | $7,801-42.3% | $7,448-39.6% | $6,401-29.7% |
| Admin fee / account holder | $3,488 | $11,570-69.9% | $10,009-65.2% | $11,431-69.5% |