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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 | $858,830 | $217,427+295.0% | $185,837+362.1% | $167,518+412.7% |
| Participation rate | 16.7% | 86.0%-69.4pp | 81.7%-65.0pp | 82.1%-65.4pp |
| Annual return | 4.51% | 148.39%-143.9pp | 122.08%-117.6pp | 478.71%-474.2pp |
| Employer contribution / active EE | $431 | $5,874-92.7% | $5,168-91.7% | $4,838-91.1% |
| Participant deferral / active EE | $4,333 | $6,357-31.8% | $5,568-22.2% | $6,342-31.7% |
| Admin fee / account holder | $650 | $19,816-96.7% | $16,241-96.0% | $12,312-94.7% |