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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 | $699,692 | $112,729+520.7% | $98,716+608.8% | $137,256+409.8% |
| Participation rate | 14.3% | 74.2%-59.9pp | 69.3%-55.0pp | 80.0%-65.7pp |
| Annual return | 8.45% | 38.48%-30.0pp | 31.81%-23.4pp | 220.34%-211.9pp |
| Employer contribution / active EE | $62 | $2,725-97.7% | $2,279-97.3% | $4,156-98.5% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $10,017 | $10,129-1.1% | $8,703+15.1% | $12,270-18.4% |