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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 | $296,177 | $183,592+61.3% | $155,567+90.4% | $145,959+102.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | -2.36% | 61.24%-63.6pp | 64.74%-67.1pp | 561.95%-564.3pp |
| Employer contribution / active EE | $496 | $5,315-90.7% | $4,674-89.4% | $4,661-89.4% |
| Participant deferral / active EE | $10,617 | $6,464+64.2% | $5,628+88.6% | $6,689+58.7% |
| Admin fee / account holder | $283,661 | $19,318+1368.4% | $15,916+1682.2% | $13,398+2017.2% |