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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 | $704,080 | $157,304+347.6% | $141,197+398.6% | $152,909+360.5% |
| Participation rate | 58.3% | 84.8%-26.5pp | 82.5%-24.1pp | 82.5%-24.1pp |
| Annual return | 3.79% | 64.34%-60.6pp | 71.41%-67.6pp | 345.46%-341.7pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,399 | $7,111-38.1% | $6,710-34.4% | $5,851-24.8% |
| Admin fee / account holder | $71,690 | $12,126+491.2% | $10,265+598.4% | $11,601+518.0% |