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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 | $223,823+21.0% | $211,142+28.3% | $154,746+75.0% |
| Participation rate | 20.0% | 87.9%-67.9pp | 87.3%-67.3pp | 80.7%-60.7pp |
| Annual return | 4.10% | 50.39%-46.3pp | 46.84%-42.7pp | 172.34%-168.2pp |
| Employer contribution / active EE | $353 | $6,787-94.8% | $6,442-94.5% | $4,379-91.9% |
| Participant deferral / active EE | $4,700 | $9,750-51.8% | $9,284-49.4% | $6,730-30.2% |
| Admin fee / account holder | $703,117 | $19,707+3467.8% | $19,076+3585.9% | $14,365+4794.6% |