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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 | $142,972+38.0% | $214,702-8.1% | $86,983+126.8% |
| Participation rate | 44.8% | 84.9%-40.0pp | 87.5%-42.6pp | 69.5%-24.7pp |
| Annual return | 11.94% | 18.49%-6.5pp | 54.55%-42.6pp | 25.83%-13.9pp |
| Employer contribution / active EE | $1,339 | $4,635-71.1% | $6,461-79.3% | $2,584-48.2% |
| Participant deferral / active EE | $4,237 | $6,568-35.5% | $9,147-53.7% | $4,194+1.0% |
| Admin fee / account holder | $70,339 | $17,617+299.3% | $19,830+254.7% | $7,856+795.4% |