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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 | $527,292 | $183,516+187.3% | $155,534+239.0% | $145,884+261.4% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 7.52% | 61.43%-53.9pp | 64.92%-57.4pp | 551.85%-544.3pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $25,980 | $6,467+301.8% | $5,630+361.4% | $6,690+288.4% |
| Admin fee / account holder | $8,805 | $19,293-54.4% | $15,900-44.6% | $13,392-34.2% |