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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 | $251,203 | $110,337+127.7% | $102,383+145.4% | $145,877+72.2% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 5.11% | 24.83%-19.7pp | 24.94%-19.8pp | 551.28%-546.2pp |
| Employer contribution / active EE | $377 | $4,216-91.1% | $3,870-90.3% | $4,663-91.9% |
| Participant deferral / active EE | $7,625 | $5,621+35.7% | $5,060+50.7% | $6,691+14.0% |
| Admin fee / account holder | $1,832 | $9,750-81.2% | $8,391-78.2% | $13,402-86.3% |