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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 | $353,910 | $185,883+90.4% | $170,043+108.1% | $139,466+153.8% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 10.50% | 60.54%-50.0pp | 53.40%-42.9pp | 373.66%-363.2pp |
| Employer contribution / active EE | $477 | $7,596-93.7% | $6,790-93.0% | $4,754-90.0% |
| Participant deferral / active EE | $8,904 | $11,626-23.4% | $10,410-14.5% | $6,712+32.7% |
| Admin fee / account holder | $3,238 | $15,393-79.0% | $12,824-74.7% | $11,409-71.6% |