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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 | $306,017 | $98,776+209.8% | $149,745+104.4% | $79,856+283.2% |
| Participation rate | 42.5% | 75.8%-33.3pp | 82.5%-40.0pp | 69.6%-27.2pp |
| Annual return | 5.26% | 27.38%-22.1pp | 276.72%-271.5pp | 31.71%-26.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,586 | $5,681-1.7% | $6,843-18.4% | $3,741+49.3% |
| Admin fee / account holder | $5,027 | $6,053-16.9% | $9,312-46.0% | $5,306-5.3% |