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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 | $297,574 | $202,345+47.1% | $172,755+72.3% | $152,885+94.6% |
| Participation rate | 37.5% | 87.1%-49.6pp | 82.6%-45.1pp | 82.5%-45.0pp |
| Annual return | 11.29% | 1029.77%-1018.5pp | 802.94%-791.7pp | 345.39%-334.1pp |
| Employer contribution / active EE | $919 | $5,858-84.3% | $5,144-82.1% | $4,763-80.7% |
| Participant deferral / active EE | $4,263 | $5,948-28.3% | $5,198-18.0% | $5,851-27.1% |
| Admin fee / account holder | $3,611 | $17,111-78.9% | $13,955-74.1% | $11,598-68.9% |