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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 | $352,203 | $159,934+120.2% | $147,005+139.6% | $145,959+141.3% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 2.87% | 98.24%-95.4pp | 418.76%-415.9pp | 561.95%-559.1pp |
| Employer contribution / active EE | $243 | $5,287-95.4% | $4,934-95.1% | $4,661-94.8% |
| Participant deferral / active EE | $54,637 | $8,427+548.3% | $8,070+577.1% | $6,689+716.9% |
| Admin fee / account holder | $136,785 | $15,053+808.7% | $13,006+951.7% | $13,398+920.9% |