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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 | $60,442+530.3% | $96,754+293.7% | $87,485+335.4% |
| Participation rate | 3.1% | 58.7%-55.6pp | 70.3%-67.1pp | 68.9%-65.8pp |
| Annual return | 5.07% | 21.97%-16.9pp | 82.04%-77.0pp | 26.06%-21.0pp |
| Employer contribution / active EE | $93 | $1,691-94.5% | $2,679-96.5% | $2,596-96.4% |
| Participant deferral / active EE | $986 | $3,280-69.9% | $4,758-79.3% | $4,274-76.9% |
| Admin fee / account holder | $3,656 | $5,069-27.9% | $8,905-58.9% | $7,775-53.0% |