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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 | $419,396 | $58,258+619.9% | $81,820+412.6% | $80,925+418.3% |
| Participation rate | 1.4% | 63.5%-62.1pp | 72.4%-71.0pp | 67.7%-66.3pp |
| Annual return | 10.52% | 41.76%-31.2pp | 777.93%-767.4pp | 35.65%-25.1pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $274 | $3,284-91.7% | $4,323-93.7% | $4,299-93.6% |
| Admin fee / account holder | $6,280 | $4,976+26.2% | $7,391-15.0% | $6,940-9.5% |