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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 | $212,050 | $114,119+85.8% | $107,187+97.8% | $138,895+52.7% |
| Participation rate | 36.4% | 78.1%-41.7pp | 75.0%-38.7pp | 79.9%-43.6pp |
| Annual return | 10.11% | 273.21%-263.1pp | 204.55%-194.4pp | 145.39%-135.3pp |
| Employer contribution / active EE | $658 | $4,059-83.8% | $3,782-82.6% | $4,194-84.3% |
| Participant deferral / active EE | $3,863 | $5,538-30.2% | $5,096-24.2% | $6,396-39.6% |
| Admin fee / account holder | $2,367 | $10,024-76.4% | $9,162-74.2% | $12,562-81.2% |