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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 | $344,332 | $168,635+104.2% | $147,617+133.3% | $125,389+174.6% |
| Participation rate | 33.3% | 88.8%-55.4pp | 84.6%-51.3pp | 83.2%-49.9pp |
| Annual return | -4.86% | 77.65%-82.5pp | 61.98%-66.8pp | 282.24%-287.1pp |
| Employer contribution / active EE | $486 | $6,252-92.2% | $5,564-91.3% | $4,866-90.0% |
| Participant deferral / active EE | $6,000 | $5,507+9.0% | $4,895+22.6% | $5,352+12.1% |
| Admin fee / account holder | $4,104 | $13,580-69.8% | $11,612-64.7% | $9,541-57.0% |