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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 | $279,039 | $140,592+98.5% | $123,105+126.7% | $125,389+122.5% |
| Participation rate | 50.0% | 88.2%-38.2pp | 86.8%-36.8pp | 83.2%-33.2pp |
| Annual return | -4.44% | 16.80%-21.2pp | 13.22%-17.7pp | 282.24%-286.7pp |
| Employer contribution / active EE | $336 | $6,041-94.4% | $5,151-93.5% | $4,866-93.1% |
| Participant deferral / active EE | $5,177 | $6,980-25.8% | $6,229-16.9% | $5,352-3.3% |
| Admin fee / account holder | $14,141 | $11,198+26.3% | $9,014+56.9% | $9,541+48.2% |