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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 | $403,340 | $138,114+192.0% | $125,391+221.7% | $134,545+199.8% |
| Participation rate | 28.6% | 84.5%-55.9pp | 82.4%-53.8pp | 81.2%-52.7pp |
| Annual return | -22.22% | 750.88%-773.1pp | 572.41%-594.6pp | 418.37%-440.6pp |
| Employer contribution / active EE | $775 | $5,246-85.2% | $4,816-83.9% | $4,742-83.7% |
| Participant deferral / active EE | $6,348 | $7,801-18.6% | $7,448-14.8% | $6,401-0.8% |
| Admin fee / account holder | $2,716 | $11,570-76.5% | $10,009-72.9% | $11,431-76.2% |