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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 | $439,095 | $202,342+117.0% | $172,752+154.2% | $152,897+187.2% |
| Participation rate | 28.6% | 87.1%-58.5pp | 82.6%-54.1pp | 82.5%-53.9pp |
| Annual return | -1.42% | 1029.83%-1031.2pp | 802.97%-804.4pp | 345.43%-346.9pp |
| Employer contribution / active EE | $954 | $5,858-83.7% | $5,144-81.5% | $4,764-80.0% |
| Participant deferral / active EE | $6,286 | $5,948+5.7% | $5,198+20.9% | $5,851+7.4% |
| Admin fee / account holder | $25,964 | $17,111+51.7% | $13,955+86.1% | $11,599+123.8% |