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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 | $277,993 | $96,419+188.3% | $80,648+244.7% | $139,487+99.3% |
| Participation rate | 40.0% | 73.6%-33.6pp | 67.0%-27.0pp | 80.3%-40.3pp |
| Annual return | 4.32% | 1352.86%-1348.5pp | 937.21%-932.9pp | 373.84%-369.5pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,724-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,440 | $5,225-72.4% | $4,443-67.6% | $6,713-78.5% |
| Admin fee / account holder | $2,386 | $6,605-63.9% | $5,382-55.7% | $11,407-79.1% |