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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 | $167,353+54.8% | $143,797+80.1% | $134,545+92.5% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -57.05% | 0.48%-57.5pp | -0.04%-57.0pp | 418.37%-475.4pp |
| Employer contribution / active EE | $526 | $5,620-90.6% | $4,952-89.4% | $4,742-88.9% |
| Participant deferral / active EE | $5,520 | $6,447-14.4% | $5,638-2.1% | $6,401-13.8% |
| Admin fee / account holder | $881 | $18,096-95.1% | $14,679-94.0% | $11,431-92.3% |