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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 | $323,728 | $110,379+193.3% | $102,412+216.1% | $145,884+121.9% |
| Participation rate | 17.4% | 77.9%-60.5pp | 74.5%-57.1pp | 80.3%-62.9pp |
| Annual return | 6.08% | 24.84%-18.8pp | 24.94%-18.9pp | 551.85%-545.8pp |
| Employer contribution / active EE | $655 | $4,216-84.5% | $3,870-83.1% | $4,662-86.0% |
| Participant deferral / active EE | $2,266 | $5,622-59.7% | $5,060-55.2% | $6,690-66.1% |
| Admin fee / account holder | $88,607 | $9,745+809.3% | $8,388+956.4% | $13,392+561.7% |