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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 | $69,444+264.5% | $92,985+172.2% | $87,485+189.4% |
| Participation rate | 38.5% | 63.3%-24.8pp | 69.5%-31.0pp | 68.9%-30.5pp |
| Annual return | 9.42% | 23.85%-14.4pp | 27.99%-18.6pp | 26.06%-16.6pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,216 | $3,364-4.4% | $4,377-26.5% | $4,274-24.8% |
| Admin fee / account holder | $841 | $6,137-86.3% | $9,463-91.1% | $7,775-89.2% |