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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 | $368,460 | $99,345+270.9% | $84,753+334.7% | $273,972+34.5% |
| Participation rate | 33.3% | 80.7%-47.4pp | 76.6%-43.3pp | 83.0%-49.7pp |
| Annual return | -14.99% | 22.93%-37.9pp | 22.78%-37.8pp | 41.46%-56.4pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,700 | $4,270+10.1% | $3,712+26.6% | $5,287-11.1% |
| Admin fee / account holder | $5,498 | $6,645-17.3% | $5,333+3.1% | $10,133-45.7% |