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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 | $162,136+133.4% | $152,301+148.5% | $154,746+144.5% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 7.22% | 91.02%-83.8pp | 80.50%-73.3pp | 172.34%-165.1pp |
| Employer contribution / active EE | $572 | $4,890-88.3% | $4,624-87.6% | $4,379-86.9% |
| Participant deferral / active EE | $5,240 | $8,341-37.2% | $8,004-34.5% | $6,730-22.2% |
| Admin fee / account holder | $23,425 | $15,759+48.6% | $14,398+62.7% | $14,365+63.1% |