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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 | $96,388+184.0% | $80,627+239.5% | $139,466+96.3% |
| Participation rate | 37.5% | 73.6%-36.1pp | 67.0%-29.5pp | 80.3%-42.8pp |
| Annual return | 2.08% | 1352.08%-1350.0pp | 936.76%-934.7pp | 373.66%-371.6pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,603 | $5,224-11.9% | $4,443+3.6% | $6,712-31.4% |
| Admin fee / account holder | $3,326,409 | $6,603+50276.6% | $5,381+61722.3% | $11,409+29056.8% |