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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 | $197,904 | $93,598+111.4% | $135,974+45.5% | $75,173+163.3% |
| Participation rate | 15.4% | 75.2%-59.8pp | 81.9%-66.5pp | 67.2%-51.8pp |
| Annual return | 13.43% | 30.89%-17.5pp | 68.30%-54.9pp | 160.72%-147.3pp |
| Employer contribution / active EE | $602 | $3,538-83.0% | $4,859-87.6% | $2,671-77.5% |
| Participant deferral / active EE | $2,582 | $6,405-59.7% | $7,760-66.7% | $4,126-37.4% |
| Admin fee / account holder | $80,249 | $6,978+1050.1% | $10,767+645.4% | $5,651+1320.2% |