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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $273,936 | $88,672+208.9% | $105,223+160.3% | $82,448+232.3% |
| Participation rate | 68.0% | 67.9%+0.1pp | 75.0%-7.0pp | 68.1%-0.1pp |
| Annual return | 8.83% | 30.86%-22.0pp | 180.65%-171.8pp | 41.64%-32.8pp |
| Employer contribution / active EE | $10,813 | $3,048+254.8% | $3,689+193.1% | $2,551+323.9% |
| Participant deferral / active EE | $1,489 | $4,036-63.1% | $5,072-70.6% | $4,139-64.0% |
| Admin fee / account holder | $2,464 | $7,146-65.5% | $8,859-72.2% | $7,234-65.9% |