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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 | $100,147+164.8% | $81,286+226.3% | $145,877+81.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | -18.92% | 34.44%-53.4pp | 24.80%-43.7pp | 551.28%-570.2pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,700 | $4,607-41.4% | $3,883-30.5% | $6,691-59.6% |
| Admin fee / account holder | $2,216 | $8,201-73.0% | $5,764-61.6% | $13,402-83.5% |