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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 | $68,586+285.5% | $120,380+119.6% | $80,911+226.8% |
| Participation rate | 10.7% | 61.6%-50.9pp | 71.9%-61.2pp | 67.6%-56.9pp |
| Annual return | 7.58% | 23.62%-16.0pp | 107.28%-99.7pp | 35.63%-28.1pp |
| Employer contribution / active EE | $431 | $2,053-79.0% | $3,465-87.6% | $2,756-84.4% |
| Participant deferral / active EE | $1,316 | $3,174-58.6% | $4,992-73.6% | $4,297-69.4% |
| Admin fee / account holder | $10,317 | $5,733+79.9% | $9,421+9.5% | $6,935+48.8% |