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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 | $412,667 | $85,171+384.5% | $172,752+138.9% | $72,975+465.5% |
| Participation rate | 6.9% | 70.1%-63.2pp | 82.6%-75.8pp | 69.5%-62.6pp |
| Annual return | -3.25% | 27.32%-30.6pp | 802.97%-806.2pp | 81.01%-84.3pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,724 | $3,260-47.1% | $5,198-66.8% | $3,608-52.2% |
| Admin fee / account holder | $1,189 | $5,880-79.8% | $13,955-91.5% | $5,124-76.8% |