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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 | $305,893 | $162,136+88.7% | $152,301+100.8% | $154,746+97.7% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 9.53% | 91.02%-81.5pp | 80.50%-71.0pp | 172.34%-162.8pp |
| Employer contribution / active EE | $563 | $4,890-88.5% | $4,624-87.8% | $4,379-87.1% |
| Participant deferral / active EE | $6,169 | $8,341-26.0% | $8,004-22.9% | $6,730-8.3% |
| Admin fee / account holder | $303,463 | $15,759+1825.6% | $14,398+2007.7% | $14,365+2012.5% |