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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 | $392,087 | $159,934+145.2% | $147,005+166.7% | $145,959+168.6% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 8.79% | 98.24%-89.5pp | 418.76%-410.0pp | 561.95%-553.2pp |
| Employer contribution / active EE | $1,007 | $5,287-81.0% | $4,934-79.6% | $4,661-78.4% |
| Participant deferral / active EE | $4,722 | $8,427-44.0% | $8,070-41.5% | $6,689-29.4% |
| Admin fee / account holder | $16,034 | $15,053+6.5% | $13,006+23.3% | $13,398+19.7% |