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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 | $265,664 | $106,749+148.9% | $145,433+82.7% | $82,448+222.2% |
| Participation rate | 64.5% | 75.6%-11.1pp | 82.1%-17.6pp | 68.1%-3.6pp |
| Annual return | 8.56% | 27.59%-19.0pp | 66.58%-58.0pp | 41.64%-33.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,067 | $6,519+69.8% | $7,897+40.1% | $4,139+167.4% |
| Admin fee / account holder | $116,686 | $8,390+1290.8% | $13,129+788.8% | $7,234+1512.9% |