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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 | $377,248 | $165,381+128.1% | $149,730+152.0% | $158,966+137.3% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 0.60% | 348.29%-347.7pp | 276.70%-276.1pp | 302.95%-302.4pp |
| Employer contribution / active EE | $304 | $5,104-94.0% | $4,645-93.4% | $4,762-93.6% |
| Participant deferral / active EE | $2,375 | $7,182-66.9% | $6,843-65.3% | $5,983-60.3% |
| Admin fee / account holder | $143,183 | $10,809+1224.6% | $9,310+1437.9% | $11,250+1172.7% |