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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 | $478,557 | $198,457+141.1% | $170,435+180.8% | $147,586+224.3% |
| Participation rate | 25.0% | 88.0%-63.0pp | 83.6%-58.6pp | 82.8%-57.8pp |
| Annual return | 8.24% | 257.30%-249.1pp | 205.94%-197.7pp | 578.59%-570.4pp |
| Employer contribution / active EE | $1,301 | $6,183-79.0% | $5,432-76.1% | $4,876-73.3% |
| Participant deferral / active EE | $5,253 | $5,629-6.7% | $4,939+6.3% | $5,439-3.4% |
| Admin fee / account holder | $4,040 | $16,852-76.0% | $13,881-70.9% | $10,886-62.9% |