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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 | $1,352,601 | $148,623+810.1% | $135,974+894.8% | $139,466+869.8% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 5.63% | 79.30%-73.7pp | 68.30%-62.7pp | 373.66%-368.0pp |
| Employer contribution / active EE | $600 | $5,246-88.6% | $4,859-87.7% | $4,754-87.4% |
| Participant deferral / active EE | $8,450 | $8,103+4.3% | $7,760+8.9% | $6,712+25.9% |
| Admin fee / account holder | $68,590 | $12,406+452.9% | $10,767+537.1% | $11,409+501.2% |