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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 | $295,917 | $162,136+82.5% | $152,301+94.3% | $154,746+91.2% |
| Participation rate | 25.0% | 84.1%-59.1pp | 82.4%-57.4pp | 80.7%-55.7pp |
| Annual return | 10.38% | 91.02%-80.6pp | 80.50%-70.1pp | 172.34%-162.0pp |
| Employer contribution / active EE | $751 | $4,890-84.7% | $4,624-83.8% | $4,379-82.9% |
| Participant deferral / active EE | $5,183 | $8,341-37.9% | $8,004-35.2% | $6,730-23.0% |
| Admin fee / account holder | $569,046 | $15,759+3510.8% | $14,398+3852.3% | $14,365+3861.3% |