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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 | $270,870 | $227,291+19.2% | $214,702+26.2% | $155,188+74.5% |
| Participation rate | 20.0% | 88.0%-68.0pp | 87.5%-67.5pp | 80.8%-60.8pp |
| Annual return | 4.10% | 60.08%-56.0pp | 54.55%-50.5pp | 148.84%-144.7pp |
| Employer contribution / active EE | $353 | $6,772-94.8% | $6,461-94.5% | $4,248-91.7% |
| Participant deferral / active EE | $4,700 | $9,582-50.9% | $9,147-48.6% | $6,531-28.0% |
| Admin fee / account holder | $703,117 | $20,413+3344.5% | $19,830+3445.7% | $14,480+4755.9% |