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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 | $326,820 | $225,673+44.8% | $203,872+60.3% | $155,188+110.6% |
| Participation rate | 50.0% | 80.3%-30.3pp | 77.8%-27.8pp | 80.8%-30.8pp |
| Annual return | 3.01% | 95.91%-92.9pp | 85.11%-82.1pp | 148.84%-145.8pp |
| Employer contribution / active EE | $16 | $4,099-99.6% | $3,757-99.6% | $4,248-99.6% |
| Participant deferral / active EE | $3,113 | $6,893-54.8% | $6,388-51.3% | $6,531-52.3% |
| Admin fee / account holder | $1,533 | $12,327-87.6% | $11,730-86.9% | $14,480-89.4% |