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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 | $307,226 | $59,116+419.7% | $86,438+255.4% | $68,486+348.6% |
| Participation rate | 67.6% | 75.2%-7.7pp | 80.3%-12.8pp | 67.9%-0.3pp |
| Annual return | -22.60% | -0.23%-22.4pp | 4397.19%-4419.8pp | -7.85%-14.7pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $10,409 | $5,902+76.4% | $6,952+49.7% | $4,028+158.4% |
| Admin fee / account holder | $62,666 | $5,639+1011.4% | $6,733+830.7% | $5,404+1059.7% |