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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 | $312,959 | $84,236+271.5% | $170,435+83.6% | $70,126+346.3% |
| Participation rate | 5.7% | 70.8%-65.1pp | 83.6%-77.9pp | 69.5%-63.8pp |
| Annual return | -16.96% | 23.06%-40.0pp | 205.94%-222.9pp | 73.15%-90.1pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,200 | $3,086-61.1% | $4,939-75.7% | $3,332-64.0% |
| Admin fee / account holder | $403 | $5,698-92.9% | $13,881-97.1% | $4,645-91.3% |