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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 | $280,978 | $82,674+239.9% | $125,363+124.1% | $68,495+310.2% |
| Participation rate | 59.3% | 75.0%-15.8pp | 82.4%-23.1pp | 67.9%-8.6pp |
| Annual return | -20.91% | -5.97%-14.9pp | 572.15%-593.1pp | -7.84%-13.1pp |
| Employer contribution / active EE | $448 | $3,382-86.7% | $4,815-90.7% | $2,596-82.7% |
| Participant deferral / active EE | $3,765 | $6,111-38.4% | $7,447-49.4% | $4,028-6.5% |
| Admin fee / account holder | $2,886 | $6,276-54.0% | $10,005-71.2% | $5,403-46.6% |