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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 | $468,235 | $174,379+168.5% | $152,093+207.9% | $138,895+237.1% |
| Participation rate | 20.0% | 81.6%-61.6pp | 77.8%-57.8pp | 79.9%-59.9pp |
| Annual return | 9.61% | 74.86%-65.3pp | 66.36%-56.8pp | 145.39%-135.8pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,980 | $6,159-19.1% | $5,451-8.6% | $6,396-22.1% |
| Admin fee / account holder | $31,107 | $16,880+84.3% | $14,497+114.6% | $12,562+147.6% |