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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 | $340,216 | $175,257+94.1% | $149,717+127.2% | $139,456+144.0% |
| Participation rate | 36.4% | 83.4%-47.0pp | 78.8%-42.4pp | 80.3%-44.0pp |
| Annual return | 5.08% | 166.70%-161.6pp | 134.41%-129.3pp | 373.45%-368.4pp |
| Employer contribution / active EE | $922 | $5,477-83.2% | $4,820-80.9% | $4,753-80.6% |
| Participant deferral / active EE | $4,862 | $6,521-25.4% | $5,682-14.4% | $6,711-27.6% |
| Admin fee / account holder | $6,814 | $16,156-57.8% | $13,213-48.4% | $11,407-40.3% |