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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 | $1,066,290 | $111,878+853.1% | $93,727+1037.7% | $145,897+630.8% |
| Participation rate | 0.0% | 74.2%-74.2pp | 68.7%-68.7pp | 80.3%-80.3pp |
| Annual return | 7.80% | 204.28%-196.5pp | 133.83%-126.0pp | 552.29%-544.5pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,343 | $4,920+69.6% | $4,417+88.9% | $6,689+24.7% |
| Admin fee / account holder | $271,424 | $10,256+2546.4% | $8,292+3173.5% | $13,390+1927.0% |