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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 | $287,036 | $138,076+107.9% | $123,553+132.3% | $135,380+112.0% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -14.81% | 153.70%-168.5pp | 119.21%-134.0pp | 519.81%-534.6pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $12,000 | $6,800+76.5% | $6,426+86.7% | $5,609+113.9% |
| Admin fee / account holder | $20,902 | $10,917+91.5% | $9,284+125.1% | $10,828+93.0% |