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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,445 | $104,098+122.3% | $140,514+64.7% | $94,015+146.2% |
| Participation rate | 61.3% | 73.7%-12.4pp | 77.8%-16.5pp | 70.8%-9.5pp |
| Annual return | 8.10% | 15.14%-7.0pp | 14.36%-6.3pp | 17.84%-9.7pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,052 | $4,033+0.5% | $4,919-17.6% | $4,249-4.6% |
| Admin fee / account holder | $33,347 | $10,439+219.5% | $13,697+143.5% | $8,951+272.5% |