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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 | $277,614 | $97,289+185.4% | $92,805+199.1% | $155,188+78.9% |
| Participation rate | 25.0% | 84.2%-59.2pp | 83.5%-58.5pp | 80.8%-55.8pp |
| Annual return | 9.43% | 29.03%-19.6pp | 31.59%-22.2pp | 148.84%-139.4pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $12,454 | $8,795+41.6% | $8,448+47.4% | $6,531+90.7% |
| Admin fee / account holder | $213,334 | $12,015+1675.6% | $10,911+1855.3% | $14,480+1373.3% |