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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 | $288,334 | $124,346+131.9% | $111,308+159.0% | $167,536+72.1% |
| Participation rate | 63.6% | 79.6%-16.0pp | 77.3%-13.7pp | 82.1%-18.5pp |
| Annual return | 8.78% | 37.45%-28.7pp | 54.67%-45.9pp | 478.82%-470.0pp |
| Employer contribution / active EE | $438 | $3,437-87.2% | $2,732-84.0% | $4,839-90.9% |
| Participant deferral / active EE | $2,476 | $5,182-52.2% | $4,487-44.8% | $6,342-61.0% |
| Admin fee / account holder | $55,621 | $10,621+423.7% | $7,965+598.3% | $12,315+351.7% |