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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 | $106,524+236.5% | $152,301+135.4% | $87,485+309.7% |
| Participation rate | 41.4% | 75.8%-34.3pp | 82.4%-41.0pp | 68.9%-27.5pp |
| Annual return | 9.51% | 26.89%-17.4pp | 80.50%-71.0pp | 26.06%-16.6pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,641 | $6,525+1.8% | $8,004-17.0% | $4,274+55.4% |
| Admin fee / account holder | $11,783 | $8,287+42.2% | $14,398-18.2% | $7,775+51.6% |