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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 | $313,145 | $115,810+170.4% | $101,271+209.2% | $158,966+97.0% |
| Participation rate | 20.0% | 79.4%-59.4pp | 75.8%-55.8pp | 82.0%-62.0pp |
| Annual return | 6.22% | 56.15%-49.9pp | 46.48%-40.3pp | 302.95%-296.7pp |
| Employer contribution / active EE | $722 | $4,175-82.7% | $3,660-80.3% | $4,762-84.8% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $275,418 | $7,248+3699.8% | $5,948+4530.8% | $11,250+2348.2% |