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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 | $273,108 | $125,190+118.2% | $105,624+158.6% | $145,897+87.2% |
| Participation rate | 20.0% | 77.6%-57.6pp | 75.3%-55.3pp | 80.3%-60.3pp |
| Annual return | 3.33% | 225.22%-221.9pp | 116.20%-112.9pp | 552.29%-549.0pp |
| Employer contribution / active EE | $705 | $3,720-81.0% | $3,168-77.7% | $4,663-84.9% |
| Participant deferral / active EE | $1,916 | $5,716-66.5% | $5,013-61.8% | $6,689-71.4% |
| Admin fee / account holder | $1,090 | $17,138-93.6% | $10,961-90.1% | $13,390-91.9% |