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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 | $183,627+151.1% | $155,602+196.4% | $145,978+215.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 8.72% | 61.32%-52.6pp | 64.81%-56.1pp | 550.52%-541.8pp |
| Employer contribution / active EE | $794 | $5,316-85.1% | $4,675-83.0% | $4,662-83.0% |
| Participant deferral / active EE | $7,149 | $6,466+10.6% | $5,629+27.0% | $6,690+6.9% |
| Admin fee / account holder | $1,915 | $19,327-90.1% | $15,923-88.0% | $13,400-85.7% |