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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $336,023 | $101,778+230.2% | $164,975+103.7% | $80,925+315.2% |
| Participation rate | 60.0% | 71.8%-11.8pp | 78.6%-18.6pp | 67.7%-7.7pp |
| Annual return | -13.58% | 16.73%-30.3pp | 70.12%-83.7pp | 35.65%-49.2pp |
| Employer contribution / active EE | $1,565 | $2,954-47.0% | $4,343-64.0% | $2,756-43.2% |
| Participant deferral / active EE | $1,529 | $4,477-65.8% | $6,033-74.7% | $4,299-64.4% |
| Admin fee / account holder | $4,971 | $8,221-39.5% | $12,688-60.8% | $6,940-28.4% |