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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 | $419,082 | $109,872+281.4% | $98,483+325.5% | $167,536+150.1% |
| Participation rate | 28.6% | 75.8%-47.3pp | 73.3%-44.8pp | 82.1%-53.5pp |
| Annual return | 8.35% | 1959.31%-1951.0pp | 1494.38%-1486.0pp | 478.82%-470.5pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $8,151 | $4,673+74.4% | $4,276+90.6% | $6,342+28.5% |
| Admin fee / account holder | $245,156 | $6,757+3528.1% | $5,953+4018.4% | $12,315+1890.8% |