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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 | $386,426 | $217,432+77.7% | $185,849+107.9% | $167,536+130.7% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 4.16% | 148.42%-144.3pp | 122.10%-117.9pp | 478.82%-474.7pp |
| Employer contribution / active EE | $1,120 | $5,875-80.9% | $5,169-78.3% | $4,839-76.9% |
| Participant deferral / active EE | $12,185 | $6,357+91.7% | $5,569+118.8% | $6,342+92.1% |
| Admin fee / account holder | $15,551 | $19,818-21.5% | $16,244-4.3% | $12,315+26.3% |