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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 | $579,924 | $171,867+237.4% | $149,721+287.3% | $147,586+292.9% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 2.78% | 2113.36%-2110.6pp | 1501.67%-1498.9pp | 578.59%-575.8pp |
| Employer contribution / active EE | $780 | $6,275-87.6% | $5,444-85.7% | $4,876-84.0% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $111,545 | $13,799+708.3% | $11,282+888.7% | $10,886+924.7% |