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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 | $252,253 | $62,672+302.5% | $185,117+36.3% | $70,126+259.7% |
| Participation rate | 22.9% | 63.8%-40.9pp | 77.3%-54.4pp | 69.5%-46.7pp |
| Annual return | 12.43% | 40.79%-28.4pp | 40.50%-28.1pp | 73.15%-60.7pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,517 | $3,272-53.6% | $5,045-69.9% | $3,332-54.5% |
| Admin fee / account holder | $3,878 | $3,932-1.4% | $8,159-52.5% | $4,645-16.5% |