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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 | $265,201 | $100,004+165.2% | $81,438+225.6% | $145,959+81.7% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | -18.92% | 34.34%-53.3pp | 24.74%-43.7pp | 561.95%-580.9pp |
| Employer contribution / active EE | $0 | $2,970-100.0% | $2,460-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,700 | $4,603-41.3% | $3,883-30.5% | $6,689-59.6% |
| Admin fee / account holder | $2,216 | $8,202-73.0% | $5,764-61.6% | $13,398-83.5% |