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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 | $634,878 | $105,866+499.7% | $90,766+599.5% | $134,545+371.9% |
| Participation rate | 25.0% | 78.3%-53.3pp | 75.7%-50.7pp | 81.2%-56.2pp |
| Annual return | -22.80% | -10.99%-11.8pp | -12.16%-10.6pp | 418.37%-441.2pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,750 | $5,217+29.4% | $4,565+47.9% | $6,401+5.4% |
| Admin fee / account holder | $2,098 | $13,938-84.9% | $8,446-75.2% | $11,431-81.6% |