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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 | $491,733 | $202,345+143.0% | $172,755+184.6% | $152,885+221.6% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | -24.05% | 1029.77%-1053.8pp | 802.94%-827.0pp | 345.39%-369.4pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,397 | $5,948-9.3% | $5,198+3.8% | $5,851-7.8% |
| Admin fee / account holder | $33,774 | $17,111+97.4% | $13,955+142.0% | $11,598+191.2% |