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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 | $280,605 | $127,100+120.8% | $105,738+165.4% | $135,379+107.3% |
| Participation rate | 13.3% | 82.7%-69.4pp | 76.3%-63.0pp | 82.6%-69.3pp |
| Annual return | -9.73% | 4.49%-14.2pp | 6.27%-16.0pp | 519.79%-529.5pp |
| Employer contribution / active EE | $110 | $4,107-97.3% | $3,268-96.6% | $4,779-97.7% |
| Participant deferral / active EE | $2,467 | $5,064-51.3% | $4,080-39.5% | $5,609-56.0% |
| Admin fee / account holder | $2,844 | $9,087-68.7% | $6,913-58.9% | $10,828-73.7% |