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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 | $259,876 | $138,102+88.2% | $125,381+107.3% | $134,532+93.2% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -22.25% | 750.73%-773.0pp | 572.31%-594.6pp | 418.27%-440.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,806 | $7,801+25.7% | $7,448+31.7% | $6,401+53.2% |
| Admin fee / account holder | $38,296 | $11,568+231.1% | $10,007+282.7% | $11,429+235.1% |