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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 | $1,568,953 | $176,794+787.4% | $146,647+969.9% | $167,553+836.4% |
| Participation rate | 14.3% | 83.6%-69.3pp | 80.1%-65.8pp | 82.1%-67.8pp |
| Annual return | 4.78% | 24.04%-19.3pp | 22.75%-18.0pp | 478.89%-474.1pp |
| Employer contribution / active EE | $498 | $5,161-90.4% | $4,137-88.0% | $4,840-89.7% |
| Participant deferral / active EE | $24,032 | $6,440+273.1% | $5,506+336.4% | $6,343+278.9% |
| Admin fee / account holder | $925 | $13,262-93.0% | $10,281-91.0% | $12,316-92.5% |