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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 | $422,811 | $85,060+397.1% | $70,548+499.3% | $139,456+203.2% |
| Participation rate | 42.9% | 73.9%-31.0pp | 68.3%-25.5pp | 80.3%-37.5pp |
| Annual return | -2.68% | 30.38%-33.1pp | 32.78%-35.5pp | 373.45%-376.1pp |
| Employer contribution / active EE | $0 | $3,911-100.0% | $2,975-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,308 | $5,890-26.9% | $4,567-5.7% | $6,711-35.8% |
| Admin fee / account holder | $19,790 | $8,925+121.7% | $6,424+208.1% | $11,407+73.5% |