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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 | $265,508 | $94,031+182.4% | $115,768+129.3% | $82,448+222.0% |
| Participation rate | 16.7% | 70.4%-53.8pp | 74.4%-57.7pp | 68.1%-51.4pp |
| Annual return | 11.89% | 20.61%-8.7pp | 100.46%-88.6pp | 41.64%-29.8pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,064 | $3,972-48.0% | $4,917-58.0% | $4,139-50.1% |
| Admin fee / account holder | $49,071 | $10,249+378.8% | $12,439+294.5% | $7,234+578.3% |