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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 | $329,698 | $57,073+477.7% | $85,126+287.3% | $80,925+307.4% |
| Participation rate | 3.9% | 56.4%-52.5pp | 67.5%-63.6pp | 67.7%-63.7pp |
| Annual return | 3.44% | 21.69%-18.3pp | 66.63%-63.2pp | 35.65%-32.2pp |
| Employer contribution / active EE | $114 | $1,801-93.7% | $2,731-95.8% | $2,756-95.9% |
| Participant deferral / active EE | $1,197 | $3,113-61.5% | $4,523-73.5% | $4,299-72.1% |
| Admin fee / account holder | $3,037 | $4,988-39.1% | $6,160-50.7% | $6,940-56.2% |