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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 | $1,042,191 | $148,623+601.2% | $135,974+666.5% | $139,466+647.3% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 11.41% | 79.30%-67.9pp | 68.30%-56.9pp | 373.66%-362.3pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $30,000 | $8,103+270.2% | $7,760+286.6% | $6,712+347.0% |
| Admin fee / account holder | $6,776 | $12,406-45.4% | $10,767-37.1% | $11,409-40.6% |