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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 | $387,064 | $183,627+110.8% | $155,602+148.8% | $145,978+165.2% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 3.94% | 61.32%-57.4pp | 64.81%-60.9pp | 550.52%-546.6pp |
| Employer contribution / active EE | $147 | $5,316-97.2% | $4,675-96.9% | $4,662-96.9% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,212 | $19,327-93.7% | $15,923-92.4% | $13,400-91.0% |