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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 | $358,459 | $107,421+233.7% | $182,262+96.7% | $94,015+281.3% |
| Participation rate | 41.4% | 77.8%-36.4pp | 84.2%-42.8pp | 70.8%-29.4pp |
| Annual return | 9.51% | 21.32%-11.8pp | 140.60%-131.1pp | 17.84%-8.3pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $6,641 | $6,558+1.3% | $8,276-19.8% | $4,249+56.3% |
| Admin fee / account holder | $11,783 | $8,692+35.6% | $16,712-29.5% | $8,951+31.6% |