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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 | $273,023 | $167,362+63.1% | $143,799+89.9% | $134,532+102.9% |
| Participation rate | 58.3% | 84.8%-26.5pp | 80.3%-22.0pp | 81.2%-22.9pp |
| Annual return | -20.69% | 0.47%-21.2pp | -0.04%-20.6pp | 418.27%-439.0pp |
| Employer contribution / active EE | $727 | $5,620-87.1% | $4,952-85.3% | $4,741-84.7% |
| Participant deferral / active EE | $4,105 | $6,447-36.3% | $5,638-27.2% | $6,401-35.9% |
| Admin fee / account holder | $2,502 | $18,094-86.2% | $14,677-83.0% | $11,429-78.1% |