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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 | $537,746 | $154,228+248.7% | $145,433+269.8% | $137,256+291.8% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 7.47% | 74.59%-67.1pp | 66.58%-59.1pp | 220.34%-212.9pp |
| Employer contribution / active EE | $303 | $4,804-93.7% | $4,554-93.3% | $4,156-92.7% |
| Participant deferral / active EE | $3,581 | $8,216-56.4% | $7,897-54.7% | $6,407-44.1% |
| Admin fee / account holder | $357,087 | $14,344+2389.5% | $13,129+2619.8% | $12,270+2810.2% |