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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 | $378,403 | $154,228+145.4% | $145,433+160.2% | $137,256+175.7% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 7.22% | 74.59%-67.4pp | 66.58%-59.4pp | 220.34%-213.1pp |
| Employer contribution / active EE | $572 | $4,804-88.1% | $4,554-87.4% | $4,156-86.2% |
| Participant deferral / active EE | $5,240 | $8,216-36.2% | $7,897-33.7% | $6,407-18.2% |
| Admin fee / account holder | $23,425 | $14,344+63.3% | $13,129+78.4% | $12,270+90.9% |