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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 | $293,180 | $138,102+112.3% | $125,381+133.8% | $134,532+117.9% |
| Participation rate | 20.0% | 84.5%-64.5pp | 82.4%-62.4pp | 81.2%-61.2pp |
| Annual return | -23.51% | 750.73%-774.2pp | 572.31%-595.8pp | 418.27%-441.8pp |
| Employer contribution / active EE | $315 | $5,245-94.0% | $4,815-93.5% | $4,741-93.4% |
| Participant deferral / active EE | $3,585 | $7,801-54.0% | $7,448-51.9% | $6,401-44.0% |
| Admin fee / account holder | $2,041 | $11,568-82.4% | $10,007-79.6% | $11,429-82.1% |