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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 | $547,547 | $180,459+203.4% | $154,108+255.3% | $135,380+304.5% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -9.65% | 888.21%-897.9pp | 735.21%-744.9pp | 519.81%-529.5pp |
| Employer contribution / active EE | $1,060 | $6,035-82.4% | $5,298-80.0% | $4,779-77.8% |
| Participant deferral / active EE | $7,704 | $5,806+32.7% | $5,081+51.6% | $5,609+37.4% |
| Admin fee / account holder | $4,405 | $16,145-72.7% | $13,411-67.2% | $10,828-59.3% |