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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 | $468,610 | $112,935+314.9% | $90,970+415.1% | $158,966+194.8% |
| Participation rate | 20.0% | 74.7%-54.7pp | 69.0%-49.0pp | 82.0%-62.0pp |
| Annual return | 0.39% | 215.79%-215.4pp | 134.58%-134.2pp | 302.95%-302.6pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,500 | $4,129-39.5% | $3,373-25.9% | $5,983-58.2% |
| Admin fee / account holder | $5,993 | $8,045-25.5% | $5,960+0.6% | $11,250-46.7% |