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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 | $208,088+57.1% | $186,193+75.5% | $154,746+111.2% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.1%-27.1pp | 80.7%-30.7pp |
| Annual return | 3.01% | 89.97%-87.0pp | 78.03%-75.0pp | 172.34%-169.3pp |
| Employer contribution / active EE | $16 | $4,340-99.6% | $3,918-99.6% | $4,379-99.6% |
| Participant deferral / active EE | $3,113 | $7,078-56.0% | $6,513-52.2% | $6,730-53.8% |
| Admin fee / account holder | $1,533 | $11,698-86.9% | $11,058-86.1% | $14,365-89.3% |