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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 | $306,657 | $106,267+188.6% | $96,520+217.7% | $139,456+119.9% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | 6.11% | 38.45%-32.3pp | 35.72%-29.6pp | 373.45%-367.3pp |
| Employer contribution / active EE | $686 | $4,105-83.3% | $3,739-81.7% | $4,753-85.6% |
| Participant deferral / active EE | $1,714 | $5,454-68.6% | $4,879-64.9% | $6,711-74.5% |
| Admin fee / account holder | $12,053 | $7,882+52.9% | $6,733+79.0% | $11,407+5.7% |