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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 | $249,744 | $106,864+133.7% | $147,318+69.5% | $82,637+202.2% |
| Participation rate | 25.7% | 75.5%-49.8pp | 82.1%-56.4pp | 68.1%-42.3pp |
| Annual return | 10.18% | 27.49%-17.3pp | 70.43%-60.3pp | 53.51%-43.3pp |
| Employer contribution / active EE | $593 | $3,417-82.6% | $4,593-87.1% | $2,552-76.8% |
| Participant deferral / active EE | $3,819 | $6,496-41.2% | $7,906-51.7% | $4,126-7.4% |
| Admin fee / account holder | $8,908 | $8,415+5.9% | $13,708-35.0% | $7,339+21.4% |