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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 | $379,966 | $68,097+458.0% | $62,929+503.8% | $137,256+176.8% |
| Participation rate | 16.7% | 77.4%-60.8pp | 73.1%-56.4pp | 80.0%-63.3pp |
| Annual return | 3.15% | 1859.11%-1856.0pp | 1063.93%-1060.8pp | 220.34%-217.2pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,479 | $4,553+20.4% | $3,888+40.9% | $6,407-14.5% |
| Admin fee / account holder | $3,039 | $6,521-53.4% | $5,065-40.0% | $12,270-75.2% |