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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 | $353,064 | $134,817+161.9% | $123,973+184.8% | $155,188+127.5% |
| Participation rate | 33.3% | 79.4%-46.1pp | 76.7%-43.3pp | 80.8%-47.5pp |
| Annual return | 3.73% | 515.49%-511.8pp | 388.13%-384.4pp | 148.84%-145.1pp |
| Employer contribution / active EE | $384 | $4,425-91.3% | $4,126-90.7% | $4,248-91.0% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $282,406 | $13,245+2032.1% | $11,799+2293.5% | $14,480+1850.3% |