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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 | $2,134,580 | $197,625+980.1% | $177,840+1100.3% | $158,966+1242.8% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 2.37% | 58.76%-56.4pp | 48.32%-46.0pp | 302.95%-300.6pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $13,000 | $8,405+54.7% | $7,714+68.5% | $5,983+117.3% |
| Admin fee / account holder | $8,805 | $15,405-42.8% | $12,431-29.2% | $11,250-21.7% |