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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 | $1,231,390 | $81,749+1406.3% | $58,544+2003.4% | $139,456+783.0% |
| Participation rate | 4.2% | 61.3%-57.2pp | 50.9%-46.7pp | 80.3%-76.2pp |
| Annual return | -25.76% | 7425.45%-7451.2pp | 4249.56%-4275.3pp | 373.45%-399.2pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $563 | $2,555-78.0% | $1,923-70.7% | $6,711-91.6% |
| Admin fee / account holder | $15,051 | $3,272+359.9% | $2,520+497.3% | $11,407+31.9% |