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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 | $273,134 | $112,935+141.9% | $90,970+200.2% | $158,966+71.8% |
| Participation rate | 38.9% | 74.7%-35.9pp | 69.0%-30.1pp | 82.0%-43.1pp |
| Annual return | 3.12% | 215.79%-212.7pp | 134.58%-131.5pp | 302.95%-299.8pp |
| Employer contribution / active EE | $301 | $2,895-89.6% | $2,122-85.8% | $4,762-93.7% |
| Participant deferral / active EE | $1,077 | $4,129-73.9% | $3,373-68.1% | $5,983-82.0% |
| Admin fee / account holder | $25,876 | $8,045+221.6% | $5,960+334.1% | $11,250+130.0% |