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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 | $300,224 | $167,533+79.2% | $151,645+98.0% | $134,545+123.1% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -26.36% | 7.81%-34.2pp | 3.34%-29.7pp | 418.37%-444.7pp |
| Employer contribution / active EE | $1,099 | $6,828-83.9% | $6,165-82.2% | $4,742-76.8% |
| Participant deferral / active EE | $9,762 | $8,985+8.6% | $8,363+16.7% | $6,401+52.5% |
| Admin fee / account holder | $2,394 | $13,781-82.6% | $11,614-79.4% | $11,431-79.1% |