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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 | $236,530 | $81,487+190.3% | $102,412+131.0% | $80,935+192.2% |
| Participation rate | 65.5% | 66.8%-1.4pp | 74.5%-9.0pp | 67.7%-2.2pp |
| Annual return | 10.12% | 25.60%-15.5pp | 24.94%-14.8pp | 35.66%-25.5pp |
| Employer contribution / active EE | $583 | $3,103-81.2% | $3,870-84.9% | $2,757-78.8% |
| Participant deferral / active EE | $9,030 | $3,871+133.3% | $5,060+78.5% | $4,299+110.0% |
| Admin fee / account holder | $13,748 | $6,717+104.7% | $8,388+63.9% | $6,924+98.5% |