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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 | $283,038 | $175,231+61.5% | $149,696+89.1% | $139,466+102.9% |
| Participation rate | 64.3% | 83.4%-19.1pp | 78.8%-14.5pp | 80.3%-16.0pp |
| Annual return | -10.00% | 166.77%-176.8pp | 134.46%-144.5pp | 373.66%-383.7pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,150 | $6,521-21.0% | $5,682-9.4% | $6,712-23.3% |
| Admin fee / account holder | $4,954 | $16,155-69.3% | $13,212-62.5% | $11,409-56.6% |