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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 | $558,383 | $183,516+204.3% | $155,534+259.0% | $145,884+282.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 5.41% | 61.43%-56.0pp | 64.92%-59.5pp | 551.85%-546.4pp |
| Employer contribution / active EE | $753 | $5,315-85.8% | $4,675-83.9% | $4,662-83.8% |
| Participant deferral / active EE | $10,153 | $6,467+57.0% | $5,630+80.3% | $6,690+51.8% |
| Admin fee / account holder | $2,189 | $19,293-88.7% | $15,900-86.2% | $13,392-83.7% |