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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 | $259,001 | $167,323+54.8% | $143,770+80.1% | $134,493+92.6% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -57.05% | 0.47%-57.5pp | -0.04%-57.0pp | 418.01%-475.1pp |
| Employer contribution / active EE | $526 | $5,619-90.6% | $4,951-89.4% | $4,740-88.9% |
| Participant deferral / active EE | $5,520 | $6,446-14.4% | $5,638-2.1% | $6,400-13.7% |
| Admin fee / account holder | $881 | $18,088-95.1% | $14,673-94.0% | $11,425-92.3% |