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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 | $355,785 | $156,398+127.5% | $147,318+141.5% | $138,895+156.2% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 11.58% | 78.75%-67.2pp | 70.43%-58.9pp | 145.39%-133.8pp |
| Employer contribution / active EE | $890 | $4,853-81.7% | $4,593-80.6% | $4,194-78.8% |
| Participant deferral / active EE | $8,940 | $8,237+8.5% | $7,906+13.1% | $6,396+39.8% |
| Admin fee / account holder | $2,359 | $14,976-84.2% | $13,708-82.8% | $12,562-81.2% |