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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 | $429,113 | $95,453+349.6% | $112,040+283.0% | $82,448+420.5% |
| Participation rate | 58.1% | 72.8%-14.7pp | 76.5%-18.4pp | 68.1%-10.0pp |
| Annual return | 10.24% | 23.92%-13.7pp | 24.52%-14.3pp | 41.64%-31.4pp |
| Employer contribution / active EE | $327 | $2,318-85.9% | $2,954-88.9% | $2,551-87.2% |
| Participant deferral / active EE | $6,611 | $4,224+56.5% | $5,098+29.7% | $4,139+59.7% |
| Admin fee / account holder | $49,399 | $9,013+448.1% | $12,098+308.3% | $7,234+582.8% |