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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 | $451,035 | $209,874+114.9% | $189,537+138.0% | $167,536+169.2% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 7.18% | 748.61%-741.4pp | 555.34%-548.2pp | 478.82%-471.6pp |
| Employer contribution / active EE | $1,015 | $6,913-85.3% | $6,161-83.5% | $4,839-79.0% |
| Participant deferral / active EE | $12,500 | $8,934+39.9% | $8,220+52.1% | $6,342+97.1% |
| Admin fee / account holder | $5,211 | $14,299-63.6% | $12,048-56.7% | $12,315-57.7% |