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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 | $285,266 | $167,362+70.4% | $143,799+98.4% | $134,532+112.0% |
| Participation rate | 23.1% | 84.8%-61.7pp | 80.3%-57.2pp | 81.2%-58.2pp |
| Annual return | -22.46% | 0.47%-22.9pp | -0.04%-22.4pp | 418.27%-440.7pp |
| Employer contribution / active EE | $920 | $5,620-83.6% | $4,952-81.4% | $4,741-80.6% |
| Participant deferral / active EE | $3,962 | $6,447-38.6% | $5,638-29.7% | $6,401-38.1% |
| Admin fee / account holder | $28,691 | $18,094+58.6% | $14,677+95.5% | $11,429+151.0% |