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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 | $317,711 | $89,259+255.9% | $107,187+196.4% | $82,637+284.5% |
| Participation rate | 48.5% | 67.9%-19.4pp | 75.0%-26.5pp | 68.1%-19.6pp |
| Annual return | 12.57% | 21.02%-8.5pp | 204.55%-192.0pp | 53.51%-40.9pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,709 | $4,037-32.9% | $5,096-46.8% | $4,126-34.3% |
| Admin fee / account holder | $4,282 | $7,381-42.0% | $9,162-53.3% | $7,339-41.6% |