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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 | $1,867,669 | $167,353+1016.0% | $143,797+1198.8% | $134,545+1288.1% |
| Participation rate | 12.5% | 84.8%-72.3pp | 80.3%-67.8pp | 81.2%-68.7pp |
| Annual return | -44.32% | 0.48%-44.8pp | -0.04%-44.3pp | 418.37%-462.7pp |
| Employer contribution / active EE | $442 | $5,620-92.1% | $4,952-91.1% | $4,742-90.7% |
| Participant deferral / active EE | $2,324 | $6,447-64.0% | $5,638-58.8% | $6,401-63.7% |
| Admin fee / account holder | $19,697 | $18,096+8.8% | $14,679+34.2% | $11,431+72.3% |