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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 | $410,850 | $110,093+273.2% | $97,295+322.3% | $145,897+181.6% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | -0.48% | 244.76%-245.2pp | 75.62%-76.1pp | 552.29%-552.8pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,000 | $4,678+92.4% | $4,264+111.1% | $6,689+34.5% |
| Admin fee / account holder | $8,045 | $6,212+29.5% | $5,646+42.5% | $13,390-39.9% |