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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 | $99,875+258.9% | $146,866+144.1% | $86,983+312.1% |
| Participation rate | 41.4% | 75.8%-34.4pp | 82.5%-41.1pp | 69.5%-28.1pp |
| Annual return | 9.51% | 28.10%-18.6pp | 102.85%-93.3pp | 25.83%-16.3pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,641 | $6,322+5.0% | $7,759-14.4% | $4,194+58.4% |
| Admin fee / account holder | $11,783 | $7,838+50.3% | $13,620-13.5% | $7,856+50.0% |