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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 | $286,819 | $160,040+79.2% | $147,096+95.0% | $145,877+96.6% |
| Participation rate | 56.5% | 84.0%-27.5pp | 82.2%-25.7pp | 80.3%-23.8pp |
| Annual return | 7.71% | 98.49%-90.8pp | 419.75%-412.0pp | 551.28%-543.6pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,482 | $8,429+12.5% | $8,071+17.5% | $6,691+41.7% |
| Admin fee / account holder | $36,806 | $15,050+144.6% | $13,005+183.0% | $13,402+174.6% |