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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 | $452,371 | $198,462+127.9% | $170,439+165.4% | $147,585+206.5% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 6.89% | 257.30%-250.4pp | 205.94%-199.0pp | 578.58%-571.7pp |
| Employer contribution / active EE | $320 | $6,184-94.8% | $5,433-94.1% | $4,876-93.4% |
| Participant deferral / active EE | $4,000 | $5,629-28.9% | $4,939-19.0% | $5,439-26.5% |
| Admin fee / account holder | $12,478 | $16,852-26.0% | $13,881-10.1% | $10,886+14.6% |