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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 | $984,854 | $175,231+462.0% | $149,696+557.9% | $139,466+606.2% |
| Participation rate | 22.2% | 83.4%-61.2pp | 78.8%-56.6pp | 80.3%-58.1pp |
| Annual return | 4.71% | 166.77%-162.1pp | 134.46%-129.7pp | 373.66%-369.0pp |
| Employer contribution / active EE | $506 | $5,478-90.8% | $4,821-89.5% | $4,754-89.3% |
| Participant deferral / active EE | $6,667 | $6,521+2.2% | $5,682+17.3% | $6,712-0.7% |
| Admin fee / account holder | $331 | $16,155-98.0% | $13,212-97.5% | $11,409-97.1% |