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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 | $321,479 | $211,224+52.2% | $178,505+80.1% | $145,897+120.3% |
| Participation rate | 66.7% | 80.8%-14.2pp | 77.1%-10.5pp | 80.3%-13.6pp |
| Annual return | -5.32% | 30.28%-35.6pp | 27.16%-32.5pp | 552.29%-557.6pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,167 | $6,966+46.0% | $6,280+61.9% | $6,689+52.0% |
| Admin fee / account holder | $859,517 | $12,109+6998.1% | $10,428+8142.5% | $13,390+6318.9% |