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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 | $210,534 | $114,119+84.5% | $107,187+96.4% | $138,895+51.6% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 10.21% | 273.21%-263.0pp | 204.55%-194.3pp | 145.39%-135.2pp |
| Employer contribution / active EE | $571 | $4,059-85.9% | $3,782-84.9% | $4,194-86.4% |
| Participant deferral / active EE | $6,175 | $5,538+11.5% | $5,096+21.2% | $6,396-3.5% |
| Admin fee / account holder | $26,757 | $10,024+166.9% | $9,162+192.0% | $12,562+113.0% |