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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $356,197 | $73,955+381.6% | $96,520+269.0% | $75,181+373.8% |
| Participation rate | 69.0% | 66.4%+2.5pp | 74.3%-5.4pp | 67.2%+1.8pp |
| Annual return | 10.59% | 26.72%-16.1pp | 35.72%-25.1pp | 160.69%-150.1pp |
| Employer contribution / active EE | $10,345 | $2,930+253.1% | $3,739+176.7% | $2,671+287.4% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,879-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,474 | $5,217-71.7% | $6,733-78.1% | $5,650-73.9% |