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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 | $114,119+209.4% | $107,187+229.4% | $138,895+154.2% |
| Participation rate | 33.3% | 78.1%-44.7pp | 75.0%-41.7pp | 79.9%-46.6pp |
| Annual return | 3.73% | 273.21%-269.5pp | 204.55%-200.8pp | 145.39%-141.7pp |
| Employer contribution / active EE | $384 | $4,059-90.5% | $3,782-89.9% | $4,194-90.9% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $282,406 | $10,024+2717.4% | $9,162+2982.3% | $12,562+2148.1% |