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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% | $155,574+67.1% | $145,877+78.2% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 7.81% | 61.37%-53.6pp | 64.87%-57.1pp | 551.28%-543.5pp |
| Employer contribution / active EE | $569 | $5,317-89.3% | $4,676-87.8% | $4,663-87.8% |
| Participant deferral / active EE | $10,390 | $6,466+60.7% | $5,629+84.6% | $6,691+55.3% |
| Admin fee / account holder | $4,846 | $19,316-74.9% | $15,914-69.6% | $13,402-63.8% |