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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 | $266,174 | $106,749+149.3% | $145,433+83.0% | $82,448+222.8% |
| Participation rate | 55.6% | 75.6%-20.1pp | 82.1%-26.6pp | 68.1%-12.5pp |
| Annual return | 11.68% | 27.59%-15.9pp | 66.58%-54.9pp | 41.64%-30.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,071 | $6,519+54.5% | $7,897+27.5% | $4,139+143.3% |
| Admin fee / account holder | $126,969 | $8,390+1413.3% | $13,129+867.1% | $7,234+1655.1% |