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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 | $255,804 | $95,453+168.0% | $112,040+128.3% | $82,448+210.3% |
| Participation rate | 44.7% | 72.8%-28.1pp | 76.5%-31.8pp | 68.1%-23.4pp |
| Annual return | 12.07% | 23.92%-11.9pp | 24.52%-12.5pp | 41.64%-29.6pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,200 | $4,224+23.1% | $5,098+2.0% | $4,139+25.6% |
| Admin fee / account holder | $71,136 | $9,013+689.2% | $12,098+488.0% | $7,234+883.3% |