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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 | $303,143 | $88,778+241.5% | $81,844+270.4% | $145,884+107.8% |
| Participation rate | 16.7% | 75.1%-58.4pp | 72.4%-55.7pp | 80.3%-63.6pp |
| Annual return | 8.29% | 1033.03%-1024.7pp | 778.87%-770.6pp | 551.85%-543.6pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,583 | $4,648+106.2% | $4,323+121.7% | $6,690+43.3% |
| Admin fee / account holder | $1,495 | $8,430-82.3% | $7,355-79.7% | $13,392-88.8% |