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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 | $100,262+164.5% | $81,370+225.9% | $145,897+81.8% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | -18.92% | 34.52%-53.4pp | 24.85%-43.8pp | 552.29%-571.2pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,700 | $4,612-41.5% | $3,885-30.5% | $6,689-59.6% |
| Admin fee / account holder | $2,216 | $8,163-72.9% | $5,749-61.5% | $13,390-83.5% |