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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 | $72,471+249.3% | $94,215+168.7% | $86,983+191.0% |
| Participation rate | 38.5% | 63.9%-25.4pp | 70.0%-31.5pp | 69.5%-31.1pp |
| Annual return | 9.42% | 26.44%-17.0pp | 28.22%-18.8pp | 25.83%-16.4pp |
| Employer contribution / active EE | $0 | $1,936-100.0% | $2,675-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,216 | $3,397-5.3% | $4,276-24.8% | $4,194-23.3% |
| Admin fee / account holder | $841 | $6,468-87.0% | $10,216-91.8% | $7,856-89.3% |