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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 | $587,158 | $110,137+433.1% | $161,149+264.4% | $82,637+610.5% |
| Participation rate | 23.1% | 72.4%-49.3pp | 78.8%-55.8pp | 68.1%-45.0pp |
| Annual return | 12.14% | 20.69%-8.5pp | 21.16%-9.0pp | 53.51%-41.4pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,259 | $4,575-28.8% | $6,153-47.0% | $4,126-21.0% |
| Admin fee / account holder | $86,749 | $9,467+816.4% | $15,194+470.9% | $7,339+1082.1% |