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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 | $825,355 | $209,422+294.1% | $178,503+362.4% | $158,982+419.2% |
| Participation rate | 55.6% | 86.4%-30.8pp | 81.9%-26.4pp | 82.0%-26.4pp |
| Annual return | 4.99% | 188.81%-183.8pp | 151.12%-146.1pp | 302.99%-298.0pp |
| Employer contribution / active EE | $940 | $5,707-83.5% | $5,011-81.2% | $4,763-80.3% |
| Participant deferral / active EE | $4,333 | $5,955-27.2% | $5,202-16.7% | $5,983-27.6% |
| Admin fee / account holder | $5,729 | $17,079-66.5% | $13,987-59.0% | $11,252-49.1% |