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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 | $473,712 | $159,934+196.2% | $147,005+222.2% | $145,959+224.6% |
| Participation rate | 14.3% | 84.0%-69.7pp | 82.2%-67.9pp | 80.3%-66.0pp |
| Annual return | 8.99% | 98.24%-89.2pp | 418.76%-409.8pp | 561.95%-553.0pp |
| Employer contribution / active EE | $817 | $5,287-84.5% | $4,934-83.4% | $4,661-82.5% |
| Participant deferral / active EE | $3,857 | $8,427-54.2% | $8,070-52.2% | $6,689-42.3% |
| Admin fee / account holder | $17,100 | $15,053+13.6% | $13,006+31.5% | $13,398+27.6% |