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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 | $271,797 | $150,447+80.7% | $136,298+99.4% | $147,586+84.2% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 9.86% | 1049.15%-1039.3pp | 5156.27%-5146.4pp | 578.59%-568.7pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,300 | $6,631-35.1% | $6,247-31.2% | $5,439-20.9% |
| Admin fee / account holder | $16,470 | $10,906+51.0% | $9,244+78.2% | $10,886+51.3% |