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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 | $253,145 | $58,627+331.8% | $76,735+229.9% | $82,448+207.0% |
| Participation rate | 38.5% | 63.2%-24.8pp | 69.5%-31.0pp | 68.1%-29.6pp |
| Annual return | 9.42% | 39.10%-29.7pp | 29.77%-20.3pp | 41.64%-32.2pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,216 | $3,134+2.6% | $4,088-21.3% | $4,139-22.3% |
| Admin fee / account holder | $841 | $5,323-84.2% | $7,189-88.3% | $7,234-88.4% |