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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 | $252,479 | $102,422+146.5% | $147,117+71.6% | $80,959+211.9% |
| Participation rate | 60.3% | 75.9%-15.6pp | 82.2%-21.9pp | 67.7%-7.4pp |
| Annual return | 11.21% | 135.16%-123.9pp | 420.54%-409.3pp | 35.67%-24.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,251 | $6,652+24.0% | $8,065+2.3% | $4,300+91.9% |
| Admin fee / account holder | $49,895 | $7,953+527.3% | $12,993+284.0% | $6,925+620.5% |