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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 | $387,651 | $150,447+157.7% | $136,298+184.4% | $147,586+162.7% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 9.41% | 1049.15%-1039.7pp | 5156.27%-5146.9pp | 578.59%-569.2pp |
| Employer contribution / active EE | $650 | $5,256-87.6% | $4,696-86.2% | $4,876-86.7% |
| Participant deferral / active EE | $7,777 | $6,631+17.3% | $6,247+24.5% | $5,439+43.0% |
| Admin fee / account holder | $86,492 | $10,906+693.1% | $9,244+835.7% | $10,886+694.5% |