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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 | $902,178 | $102,385+781.2% | $147,080+513.4% | $80,935+1014.7% |
| Participation rate | 5.3% | 75.9%-70.6pp | 82.2%-76.9pp | 67.7%-62.4pp |
| Annual return | 10.31% | 135.09%-124.8pp | 420.17%-409.9pp | 35.66%-25.3pp |
| Employer contribution / active EE | $579 | $3,717-84.4% | $4,933-88.3% | $2,757-79.0% |
| Participant deferral / active EE | $3,184 | $6,651-52.1% | $8,066-60.5% | $4,299-25.9% |
| Admin fee / account holder | $5,773 | $7,951-27.4% | $12,989-55.6% | $6,924-16.6% |