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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 | $259,908 | $183,592+41.6% | $155,567+67.1% | $145,959+78.1% |
| Participation rate | 33.3% | 82.7%-49.3pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 7.81% | 61.24%-53.4pp | 64.74%-56.9pp | 561.95%-554.1pp |
| Employer contribution / active EE | $569 | $5,315-89.3% | $4,674-87.8% | $4,661-87.8% |
| Participant deferral / active EE | $10,390 | $6,464+60.7% | $5,628+84.6% | $6,689+55.3% |
| Admin fee / account holder | $4,846 | $19,318-74.9% | $15,916-69.6% | $13,398-63.8% |