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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 | $252,121 | $171,867+46.7% | $149,721+68.4% | $147,586+70.8% |
| Participation rate | 60.0% | 88.2%-28.2pp | 87.1%-27.1pp | 82.8%-22.8pp |
| Annual return | -7.10% | 2113.36%-2120.5pp | 1501.67%-1508.8pp | 578.59%-585.7pp |
| Employer contribution / active EE | $1,160 | $6,275-81.5% | $5,444-78.7% | $4,876-76.2% |
| Participant deferral / active EE | $7,489 | $7,270+3.0% | $6,568+14.0% | $5,439+37.7% |
| Admin fee / account holder | $23,838 | $13,799+72.7% | $11,282+111.3% | $10,886+119.0% |