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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 | $397,723 | $102,938+286.4% | $94,105+322.6% | $138,895+186.3% |
| Participation rate | 40.0% | 74.6%-34.6pp | 71.9%-31.9pp | 79.9%-39.9pp |
| Annual return | 6.50% | 250.28%-243.8pp | 204.55%-198.1pp | 145.39%-138.9pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $791 | $4,196-81.1% | $3,881-79.6% | $6,396-87.6% |
| Admin fee / account holder | $16,248 | $6,600+146.2% | $6,199+162.1% | $12,562+29.3% |