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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 | $283,541 | $167,362+69.4% | $143,799+97.2% | $134,532+110.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -21.49% | 0.47%-22.0pp | -0.04%-21.4pp | 418.27%-439.8pp |
| Employer contribution / active EE | $868 | $5,620-84.5% | $4,952-82.5% | $4,741-81.7% |
| Participant deferral / active EE | $5,978 | $6,447-7.3% | $5,638+6.0% | $6,401-6.6% |
| Admin fee / account holder | $2,396 | $18,094-86.8% | $14,677-83.7% | $11,429-79.0% |