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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 | $309,345 | $54,541+467.2% | $78,778+292.7% | $70,126+341.1% |
| Participation rate | 48.4% | 60.8%-12.4pp | 69.2%-20.8pp | 69.5%-21.2pp |
| Annual return | 10.80% | 21.07%-10.3pp | 35.62%-24.8pp | 73.15%-62.3pp |
| Employer contribution / active EE | $1 | $1,089-99.9% | $1,986-99.9% | $2,343-99.9% |
| Participant deferral / active EE | $1,232 | $2,210-44.3% | $2,958-58.4% | $3,332-63.0% |
| Admin fee / account holder | $13,223 | $3,709+256.6% | $5,134+157.6% | $4,645+184.7% |