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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 | $269,965 | $102,638+163.0% | $81,991+229.3% | $158,966+69.8% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.3%-19.3pp | 82.0%-32.0pp |
| Annual return | -2.51% | 61.05%-63.6pp | 41.31%-43.8pp | 302.95%-305.5pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,767 | $4,649-19.0% | $3,722+1.2% | $5,983-37.0% |
| Admin fee / account holder | $14,233 | $8,237+72.8% | $5,665+151.3% | $11,250+26.5% |