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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 | $358,034 | $118,680+201.7% | $98,910+262.0% | $158,931+125.3% |
| Participation rate | 20.0% | 77.8%-57.8pp | 76.0%-56.0pp | 82.0%-62.0pp |
| Annual return | 4.41% | 372.35%-367.9pp | 196.44%-192.0pp | 302.86%-298.4pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,200 | $5,088+2.2% | $4,244+22.5% | $5,982-13.1% |
| Admin fee / account holder | $1,839 | $10,131-81.8% | $6,642-72.3% | $11,247-83.6% |