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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 | $273,753 | $96,361+184.1% | $80,607+239.6% | $139,456+96.3% |
| Participation rate | 37.5% | 73.6%-36.1pp | 67.0%-29.5pp | 80.3%-42.8pp |
| Annual return | 2.08% | 1350.95%-1348.9pp | 936.11%-934.0pp | 373.45%-371.4pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,724-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,603 | $5,232-12.0% | $4,448+3.5% | $6,711-31.4% |
| Admin fee / account holder | $3,326,409 | $6,601+50291.3% | $5,379+61737.8% | $11,407+29061.1% |