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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 | $552,772 | $88,815+522.4% | $81,882+575.1% | $145,897+278.9% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 8.99% | 1033.75%-1024.8pp | 779.47%-770.5pp | 552.29%-543.3pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,917 | $4,647+91.9% | $4,323+106.3% | $6,689+33.3% |
| Admin fee / account holder | $5,221 | $8,434-38.1% | $7,360-29.1% | $13,390-61.0% |