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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 | $496,993 | $185,883+167.4% | $170,043+192.3% | $139,466+256.4% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 9.96% | 60.54%-50.6pp | 53.40%-43.4pp | 373.66%-363.7pp |
| Employer contribution / active EE | $1,299 | $7,596-82.9% | $6,790-80.9% | $4,754-72.7% |
| Participant deferral / active EE | $18,000 | $11,626+54.8% | $10,410+72.9% | $6,712+168.2% |
| Admin fee / account holder | $5,651 | $15,393-63.3% | $12,824-55.9% | $11,409-50.5% |