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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 | $609,441 | $167,362+264.1% | $143,799+323.8% | $134,532+353.0% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -33.43% | 0.47%-33.9pp | -0.04%-33.4pp | 418.27%-451.7pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,610 | $6,447+49.0% | $5,638+70.4% | $6,401+50.1% |
| Admin fee / account holder | $448,598 | $18,094+2379.3% | $14,677+2956.4% | $11,429+3825.2% |