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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 | $264,377 | $68,878+283.8% | $120,574+119.3% | $80,935+226.7% |
| Participation rate | 10.7% | 61.7%-51.0pp | 71.9%-61.2pp | 67.7%-56.9pp |
| Annual return | 7.58% | 23.67%-16.1pp | 107.42%-99.8pp | 35.66%-28.1pp |
| Employer contribution / active EE | $431 | $2,065-79.1% | $3,471-87.6% | $2,757-84.4% |
| Participant deferral / active EE | $1,316 | $3,189-58.7% | $4,996-73.7% | $4,299-69.4% |
| Admin fee / account holder | $10,317 | $5,782+78.4% | $9,445+9.2% | $6,924+49.0% |