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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 | $183,592+733.2% | $155,574+883.2% | $145,877+948.6% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | -12.88% | 61.37%-74.3pp | 64.87%-77.8pp | 551.28%-564.2pp |
| Employer contribution / active EE | $925 | $5,317-82.6% | $4,676-80.2% | $4,663-80.2% |
| Participant deferral / active EE | $6,778 | $6,466+4.8% | $5,629+20.4% | $6,691+1.3% |
| Admin fee / account holder | $18,759 | $19,316-2.9% | $15,914+17.9% | $13,402+40.0% |