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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 | $369,150 | $166,242+122.1% | $165,071+123.6% | $145,884+153.0% |
| Participation rate | 13.3% | 82.0%-68.7pp | 78.6%-65.3pp | 80.3%-67.0pp |
| Annual return | 3.18% | 100.44%-97.3pp | 70.17%-67.0pp | 551.85%-548.7pp |
| Employer contribution / active EE | $815 | $5,283-84.6% | $4,347-81.3% | $4,662-82.5% |
| Participant deferral / active EE | $4,067 | $6,964-41.6% | $6,035-32.6% | $6,690-39.2% |
| Admin fee / account holder | $3,906 | $16,658-76.6% | $12,695-69.2% | $13,392-70.8% |