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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 | $197,288 | $143,969+37.0% | $199,883-1.3% | $82,637+138.7% |
| Participation rate | 44.8% | 84.1%-39.3pp | 86.8%-41.9pp | 68.1%-23.2pp |
| Annual return | 11.94% | 25.67%-13.7pp | 43.81%-31.9pp | 53.51%-41.6pp |
| Employer contribution / active EE | $1,339 | $4,632-71.1% | $6,261-78.6% | $2,552-47.6% |
| Participant deferral / active EE | $4,237 | $6,937-38.9% | $9,138-53.6% | $4,126+2.7% |
| Admin fee / account holder | $70,339 | $14,597+381.9% | $17,268+307.3% | $7,339+858.5% |