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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 | $300,935 | $93,617+221.5% | $135,982+121.3% | $75,177+300.3% |
| Participation rate | 39.7% | 75.2%-35.5pp | 81.9%-42.2pp | 67.2%-27.5pp |
| Annual return | 8.61% | 30.89%-22.3pp | 68.32%-59.7pp | 160.75%-152.1pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,421 | $6,406+0.2% | $7,760-17.3% | $4,126+55.6% |
| Admin fee / account holder | $46,658 | $6,980+568.5% | $10,767+333.3% | $5,651+725.6% |