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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 | $357,297 | $110,410+223.6% | $102,437+248.8% | $145,897+144.9% |
| Participation rate | 11.1% | 77.9%-66.8pp | 74.5%-63.4pp | 80.3%-69.2pp |
| Annual return | -12.42% | 24.85%-37.3pp | 24.95%-37.4pp | 552.29%-564.7pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,993 | $5,622-64.5% | $5,060-60.6% | $6,689-70.2% |
| Admin fee / account holder | $51,573 | $9,745+429.2% | $8,388+514.8% | $13,390+285.1% |