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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 | $269,417 | $98,240+174.2% | $82,312+227.3% | $147,586+82.5% |
| Participation rate | 10.0% | 79.7%-69.7pp | 76.9%-66.9pp | 82.8%-72.8pp |
| Annual return | -66.93% | 30.85%-97.8pp | 25.88%-92.8pp | 578.59%-645.5pp |
| Employer contribution / active EE | $24 | $3,192-99.3% | $2,428-99.0% | $4,876-99.5% |
| Participant deferral / active EE | $1,400 | $4,383-68.1% | $3,706-62.2% | $5,439-74.3% |
| Admin fee / account holder | $77,609 | $8,563+806.3% | $5,608+1284.0% | $10,886+612.9% |