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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 | $377,611 | $166,131+127.3% | $164,975+128.9% | $145,877+158.9% |
| Participation rate | 16.7% | 82.0%-65.3pp | 78.6%-61.9pp | 80.3%-63.6pp |
| Annual return | 3.77% | 100.37%-96.6pp | 70.12%-66.4pp | 551.28%-547.5pp |
| Employer contribution / active EE | $733 | $5,276-86.1% | $4,343-83.1% | $4,663-84.3% |
| Participant deferral / active EE | $5,083 | $6,962-27.0% | $6,033-15.7% | $6,691-24.0% |
| Admin fee / account holder | $10,472 | $16,648-37.1% | $12,688-17.5% | $13,402-21.9% |