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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 | $848,114 | $138,114+514.1% | $125,391+576.4% | $134,545+530.4% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.1pp | 81.2%-47.9pp |
| Annual return | -20.90% | 750.88%-771.8pp | 572.41%-593.3pp | 418.37%-439.3pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $12,417 | $7,801+59.2% | $7,448+66.7% | $6,401+94.0% |
| Admin fee / account holder | $185,600 | $11,570+1504.1% | $10,009+1754.4% | $11,431+1523.7% |