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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 | $253,841 | $172,111+47.5% | $150,298+68.9% | $137,256+84.9% |
| Participation rate | 37.5% | 81.7%-44.2pp | 77.8%-40.3pp | 80.0%-42.5pp |
| Annual return | -22.80% | 69.37%-92.2pp | 62.79%-85.6pp | 220.34%-243.1pp |
| Employer contribution / active EE | $809 | $4,636-82.5% | $4,154-80.5% | $4,156-80.5% |
| Participant deferral / active EE | $6,900 | $6,166+11.9% | $5,453+26.5% | $6,407+7.7% |
| Admin fee / account holder | $302 | $16,471-98.2% | $14,116-97.9% | $12,270-97.5% |