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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 | $371,273 | $180,028+106.2% | $138,135+168.8% | $158,950+133.6% |
| Participation rate | 50.0% | 82.2%-32.2pp | 78.7%-28.7pp | 82.0%-32.0pp |
| Annual return | 2.49% | 21.68%-19.2pp | 20.51%-18.0pp | 302.91%-300.4pp |
| Employer contribution / active EE | $0 | $7,470-100.0% | $5,587-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $12,743 | $7,717+65.1% | $6,431+98.1% | $5,983+113.0% |
| Admin fee / account holder | $1,775 | $17,912-90.1% | $11,856-85.0% | $11,248-84.2% |