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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 | $310,399 | $138,102+124.8% | $125,381+147.6% | $134,532+130.7% |
| Participation rate | 27.3% | 84.5%-57.2pp | 82.4%-55.1pp | 81.2%-54.0pp |
| Annual return | -28.20% | 750.73%-778.9pp | 572.31%-600.5pp | 418.27%-446.5pp |
| Employer contribution / active EE | $521 | $5,245-90.1% | $4,815-89.2% | $4,741-89.0% |
| Participant deferral / active EE | $4,481 | $7,801-42.6% | $7,448-39.8% | $6,401-30.0% |
| Admin fee / account holder | $20,756 | $11,568+79.4% | $10,007+107.4% | $11,429+81.6% |