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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 | $310,588 | $72,071+330.9% | $68,368+354.3% | $137,256+126.3% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 10.59% | 353.14%-342.6pp | 292.57%-282.0pp | 220.34%-209.8pp |
| Employer contribution / active EE | $143 | $2,788-94.9% | $2,649-94.6% | $4,156-96.6% |
| Participant deferral / active EE | $2,651 | $4,410-39.9% | $4,123-35.7% | $6,407-58.6% |
| Admin fee / account holder | $81,694 | $5,336+1431.1% | $5,150+1486.4% | $12,270+565.8% |