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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 | $478,890 | $196,972+143.1% | $182,262+162.7% | $198,609+141.1% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 4.25% | 158.27%-154.0pp | 140.60%-136.3pp | 202.70%-198.4pp |
| Employer contribution / active EE | $1,252 | $5,364-76.7% | $5,046-75.2% | $5,055-75.2% |
| Participant deferral / active EE | $5,372 | $8,643-37.8% | $8,276-35.1% | $6,977-23.0% |
| Admin fee / account holder | $10,422 | $18,429-43.4% | $16,712-37.6% | $19,030-45.2% |