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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 | $401,671 | $167,362+140.0% | $143,799+179.3% | $134,532+198.6% |
| Participation rate | 37.5% | 84.8%-47.3pp | 80.3%-42.8pp | 81.2%-43.7pp |
| Annual return | -28.99% | 0.47%-29.5pp | -0.04%-28.9pp | 418.27%-447.3pp |
| Employer contribution / active EE | $414 | $5,620-92.6% | $4,952-91.6% | $4,741-91.3% |
| Participant deferral / active EE | $2,857 | $6,447-55.7% | $5,638-49.3% | $6,401-55.4% |
| Admin fee / account holder | $5,030 | $18,094-72.2% | $14,677-65.7% | $11,429-56.0% |