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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 | $297,414 | $110,240+169.8% | $96,544+208.1% | $139,487+113.2% |
| Participation rate | 66.7% | 78.1%-11.5pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 3.08% | 26.41%-23.3pp | 25.88%-22.8pp | 373.84%-370.8pp |
| Employer contribution / active EE | $333 | $3,622-90.8% | $2,966-88.8% | $4,755-93.0% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,851-100.0% | $6,713-100.0% |
| Admin fee / account holder | $15,637 | $11,602+34.8% | $8,254+89.4% | $11,407+37.1% |