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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 | $308,190 | $129,737+137.6% | $119,126+158.7% | $154,746+99.2% |
| Participation rate | 25.0% | 78.9%-53.9pp | 75.8%-50.8pp | 80.7%-55.7pp |
| Annual return | 9.74% | 379.08%-369.3pp | 282.11%-272.4pp | 172.34%-162.6pp |
| Employer contribution / active EE | $382 | $4,375-91.3% | $4,034-90.5% | $4,379-91.3% |
| Participant deferral / active EE | $7,750 | $5,842+32.7% | $5,318+45.7% | $6,730+15.2% |
| Admin fee / account holder | $1,985 | $11,961-83.4% | $10,693-81.4% | $14,365-86.2% |