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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 | $414,191 | $148,623+178.7% | $135,974+204.6% | $139,466+197.0% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 8.81% | 79.30%-70.5pp | 68.30%-59.5pp | 373.66%-364.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,683 | $8,103-5.2% | $7,760-1.0% | $6,712+14.5% |
| Admin fee / account holder | $11,366 | $12,406-8.4% | $10,767+5.6% | $11,409-0.4% |