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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 | $154,228+107.1% | $145,433+119.6% | $137,256+132.7% |
| Participation rate | 28.6% | 83.8%-55.2pp | 82.1%-53.5pp | 80.0%-51.4pp |
| Annual return | 7.57% | 74.59%-67.0pp | 66.58%-59.0pp | 220.34%-212.8pp |
| Employer contribution / active EE | $226 | $4,804-95.3% | $4,554-95.0% | $4,156-94.6% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $202,287 | $14,344+1310.3% | $13,129+1440.8% | $12,270+1548.6% |