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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 | $183,539+61.4% | $155,556+90.4% | $145,897+103.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | -2.36% | 61.31%-63.7pp | 64.84%-67.2pp | 552.29%-554.7pp |
| Employer contribution / active EE | $496 | $5,315-90.7% | $4,675-89.4% | $4,663-89.4% |
| Participant deferral / active EE | $10,617 | $6,467+64.2% | $5,631+88.5% | $6,689+58.7% |
| Admin fee / account holder | $283,661 | $19,275+1371.7% | $15,885+1685.7% | $13,390+2018.4% |