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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 | $290,578 | $102,595+183.2% | $94,057+208.9% | $154,746+87.8% |
| Participation rate | 40.0% | 76.0%-36.0pp | 73.3%-33.3pp | 80.7%-40.7pp |
| Annual return | 8.16% | 583.42%-575.3pp | 480.62%-472.5pp | 172.34%-164.2pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $12,150 | $5,118+137.4% | $4,709+158.0% | $6,730+80.5% |
| Admin fee / account holder | $2,108 | $7,736-72.8% | $7,244-70.9% | $14,365-85.3% |