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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 | $443,087 | $58,512+657.3% | $84,020+427.4% | $72,983+507.1% |
| Participation rate | 34.4% | 61.2%-26.9pp | 69.0%-34.6pp | 69.5%-35.1pp |
| Annual return | 13.94% | 28.93%-15.0pp | 71.31%-57.4pp | 81.01%-67.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,242 | $2,394-48.1% | $3,239-61.7% | $3,608-65.6% |
| Admin fee / account holder | $21,731 | $4,569+375.6% | $6,101+256.2% | $5,124+324.1% |