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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 | $648,567 | $156,398+314.7% | $147,318+340.2% | $138,895+366.9% |
| Participation rate | 11.1% | 83.8%-72.6pp | 82.1%-71.0pp | 79.9%-68.8pp |
| Annual return | 12.08% | 78.75%-66.7pp | 70.43%-58.4pp | 145.39%-133.3pp |
| Employer contribution / active EE | $486 | $4,853-90.0% | $4,593-89.4% | $4,194-88.4% |
| Participant deferral / active EE | $2,743 | $8,237-66.7% | $7,906-65.3% | $6,396-57.1% |
| Admin fee / account holder | $133,105 | $14,976+788.8% | $13,708+871.0% | $12,562+959.6% |