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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 | $383,886 | $154,228+148.9% | $145,433+164.0% | $137,256+179.7% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 11.81% | 74.59%-62.8pp | 66.58%-54.8pp | 220.34%-208.5pp |
| Employer contribution / active EE | -$84 | $4,804-101.8% | $4,554-101.9% | $4,156-102.0% |
| Participant deferral / active EE | $8,951 | $8,216+8.9% | $7,897+13.3% | $6,407+39.7% |
| Admin fee / account holder | $267,803 | $14,344+1767.1% | $13,129+1939.8% | $12,270+2082.6% |