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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 | $1,529,595 | $183,539+733.4% | $155,556+883.3% | $145,897+948.4% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | -12.88% | 61.31%-74.2pp | 64.84%-77.7pp | 552.29%-565.2pp |
| Employer contribution / active EE | $925 | $5,315-82.6% | $4,675-80.2% | $4,663-80.2% |
| Participant deferral / active EE | $6,778 | $6,467+4.8% | $5,631+20.4% | $6,689+1.3% |
| Admin fee / account holder | $18,759 | $19,275-2.7% | $15,885+18.1% | $13,390+40.1% |