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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 | $380,948 | $57,590+561.5% | $86,233+341.8% | $82,448+362.0% |
| Participation rate | 3.1% | 57.9%-54.7pp | 69.0%-65.9pp | 68.1%-64.9pp |
| Annual return | 5.07% | 22.41%-17.3pp | 61.39%-56.3pp | 41.64%-36.6pp |
| Employer contribution / active EE | $93 | $1,655-94.4% | $2,504-96.3% | $2,551-96.3% |
| Participant deferral / active EE | $986 | $3,080-68.0% | $4,559-78.4% | $4,139-76.2% |
| Admin fee / account holder | $3,656 | $4,730-22.7% | $8,342-56.2% | $7,234-49.5% |