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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 | $254,978 | $181,896+40.2% | $156,551+62.9% | $273,972-6.9% |
| Participation rate | 40.0% | 88.4%-48.4pp | 84.0%-44.0pp | 83.0%-43.0pp |
| Annual return | -5.51% | 30.74%-36.3pp | 32.23%-37.7pp | 41.46%-47.0pp |
| Employer contribution / active EE | $1,241 | $6,248-80.1% | $5,501-77.4% | $4,869-74.5% |
| Participant deferral / active EE | $5,151 | $5,550-7.2% | $4,871+5.8% | $5,287-2.6% |
| Admin fee / account holder | $3,134 | $15,560-79.9% | $13,028-75.9% | $10,133-69.1% |