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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 | $461,131 | $183,539+151.2% | $155,556+196.4% | $145,897+216.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 8.72% | 61.31%-52.6pp | 64.84%-56.1pp | 552.29%-543.6pp |
| Employer contribution / active EE | $794 | $5,315-85.1% | $4,675-83.0% | $4,663-83.0% |
| Participant deferral / active EE | $7,149 | $6,467+10.6% | $5,631+27.0% | $6,689+6.9% |
| Admin fee / account holder | $1,915 | $19,275-90.1% | $15,885-87.9% | $13,390-85.7% |