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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 | $249,488 | $93,598+166.6% | $135,974+83.5% | $75,173+231.9% |
| Participation rate | 59.3% | 75.2%-15.9pp | 81.9%-22.6pp | 67.2%-7.9pp |
| Annual return | 13.84% | 30.89%-17.1pp | 68.30%-54.5pp | 160.72%-146.9pp |
| Employer contribution / active EE | $681 | $3,538-80.7% | $4,859-86.0% | $2,671-74.5% |
| Participant deferral / active EE | $7,849 | $6,405+22.5% | $7,760+1.1% | $4,126+90.2% |
| Admin fee / account holder | $19,903 | $6,978+185.2% | $10,767+84.9% | $5,651+252.2% |