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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 | $274,675 | $72,071+281.1% | $68,368+301.8% | $137,256+100.1% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 10.06% | 353.14%-343.1pp | 292.57%-282.5pp | 220.34%-210.3pp |
| Employer contribution / active EE | $281 | $2,788-89.9% | $2,649-89.4% | $4,156-93.3% |
| Participant deferral / active EE | $3,750 | $4,410-15.0% | $4,123-9.0% | $6,407-41.5% |
| Admin fee / account holder | $2,405 | $5,336-54.9% | $5,150-53.3% | $12,270-80.4% |