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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 | $212,777+189.3% | $173,703+254.3% | $198,609+209.9% |
| Participation rate | 50.0% | 81.1%-31.1pp | 75.9%-25.9pp | 82.4%-32.4pp |
| Annual return | 1.89% | 18.82%-16.9pp | 17.46%-15.6pp | 202.70%-200.8pp |
| Employer contribution / active EE | $0 | $5,214-100.0% | $4,288-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $11,500 | $5,697+101.9% | $4,854+136.9% | $6,977+64.8% |
| Admin fee / account holder | $37,920 | $19,536+94.1% | $15,562+143.7% | $19,030+99.3% |