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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 | $509,399 | $217,432+134.3% | $185,849+174.1% | $167,536+204.1% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 8.06% | 148.42%-140.4pp | 122.10%-114.0pp | 478.82%-470.8pp |
| Employer contribution / active EE | $850 | $5,875-85.5% | $5,169-83.6% | $4,839-82.4% |
| Participant deferral / active EE | $5,500 | $6,357-13.5% | $5,569-1.2% | $6,342-13.3% |
| Admin fee / account holder | $10,973 | $19,818-44.6% | $16,244-32.5% | $12,315-10.9% |