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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 | $160,070+120.0% | $147,117+139.4% | $145,897+141.4% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.9pp | 80.3%-47.0pp |
| Annual return | 2.87% | 98.69%-95.8pp | 420.54%-417.7pp | 552.29%-549.4pp |
| Employer contribution / active EE | $243 | $5,285-95.4% | $4,932-95.1% | $4,663-94.8% |
| Participant deferral / active EE | $54,637 | $8,419+548.9% | $8,065+577.5% | $6,689+716.8% |
| Admin fee / account holder | $136,785 | $15,035+809.8% | $12,993+952.8% | $13,390+921.5% |