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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 | $280,029 | $160,070+74.9% | $147,117+90.3% | $145,897+91.9% |
| Participation rate | 16.7% | 84.0%-67.4pp | 82.2%-65.5pp | 80.3%-63.6pp |
| Annual return | 7.29% | 98.69%-91.4pp | 420.54%-413.3pp | 552.29%-545.0pp |
| Employer contribution / active EE | $333 | $5,285-93.7% | $4,932-93.2% | $4,663-92.9% |
| Participant deferral / active EE | $5,083 | $8,419-39.6% | $8,065-37.0% | $6,689-24.0% |
| Admin fee / account holder | $30,020 | $15,035+99.7% | $12,993+131.1% | $13,390+124.2% |