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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 | $263,789 | $93,598+181.8% | $135,974+94.0% | $75,173+250.9% |
| Participation rate | 41.9% | 75.2%-33.3pp | 81.9%-40.0pp | 67.2%-25.3pp |
| Annual return | 11.62% | 30.89%-19.3pp | 68.30%-56.7pp | 160.72%-149.1pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,401 | $6,405+15.5% | $7,760-4.6% | $4,126+79.4% |
| Admin fee / account holder | $32,594 | $6,978+367.1% | $10,767+202.7% | $5,651+476.8% |