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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 | $284,508 | $93,589+204.0% | $135,942+109.3% | $75,181+278.4% |
| Participation rate | 53.6% | 75.2%-21.6pp | 81.9%-28.3pp | 67.2%-13.6pp |
| Annual return | 14.02% | 30.90%-16.9pp | 68.28%-54.3pp | 160.69%-146.7pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,503 | $6,405+17.1% | $7,759-3.3% | $4,126+81.9% |
| Admin fee / account holder | $20,748 | $6,977+197.4% | $10,764+92.7% | $5,650+267.2% |