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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 | $615,466 | $161,352+281.4% | $134,172+358.7% | $137,256+348.4% |
| Participation rate | 50.0% | 78.3%-28.3pp | 72.5%-22.5pp | 80.0%-30.0pp |
| Annual return | 1.89% | 28.72%-26.8pp | 25.30%-23.4pp | 220.34%-218.4pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,500 | $5,552+107.1% | $4,690+145.2% | $6,407+79.5% |
| Admin fee / account holder | $37,920 | $15,028+152.3% | $12,016+215.6% | $12,270+209.0% |