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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 | $289,987 | $217,432+33.4% | $185,851+56.0% | $167,553+73.1% |
| Participation rate | 21.4% | 86.1%-64.6pp | 81.7%-60.3pp | 82.1%-60.7pp |
| Annual return | 6.31% | 148.43%-142.1pp | 122.11%-115.8pp | 478.89%-472.6pp |
| Employer contribution / active EE | $375 | $5,874-93.6% | $5,168-92.7% | $4,840-92.3% |
| Participant deferral / active EE | $4,429 | $6,357-30.3% | $5,569-20.5% | $6,343-30.2% |
| Admin fee / account holder | $10,758 | $19,820-45.7% | $16,245-33.8% | $12,316-12.7% |