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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $285,464 | $89,259+219.8% | $107,187+166.3% | $82,637+245.4% |
| Participation rate | 69.2% | 67.9%+1.3pp | 75.0%-5.8pp | 68.1%+1.2pp |
| Annual return | 6.83% | 21.02%-14.2pp | 204.55%-197.7pp | 53.51%-46.7pp |
| Employer contribution / active EE | $1,298 | $3,080-57.9% | $3,782-65.7% | $2,552-49.1% |
| Participant deferral / active EE | $1,386 | $4,037-65.7% | $5,096-72.8% | $4,126-66.4% |
| Admin fee / account holder | $12,439 | $7,381+68.5% | $9,162+35.8% | $7,339+69.5% |