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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 | $319,343 | $162,136+97.0% | $152,301+109.7% | $154,746+106.4% |
| Participation rate | 28.6% | 84.1%-55.5pp | 82.4%-53.9pp | 80.7%-52.1pp |
| Annual return | 7.57% | 91.02%-83.5pp | 80.50%-72.9pp | 172.34%-164.8pp |
| Employer contribution / active EE | $226 | $4,890-95.4% | $4,624-95.1% | $4,379-94.8% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $202,287 | $15,759+1183.6% | $14,398+1305.0% | $14,365+1308.2% |