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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 | $216,140 | $185,312+16.6% | $161,489+33.8% | $154,746+39.7% |
| Participation rate | 11.1% | 82.5%-71.4pp | 78.7%-67.6pp | 80.7%-69.6pp |
| Annual return | 8.76% | 103.84%-95.1pp | 89.72%-81.0pp | 172.34%-163.6pp |
| Employer contribution / active EE | $582 | $4,769-87.8% | $4,268-86.4% | $4,379-86.7% |
| Participant deferral / active EE | $2,510 | $6,350-60.5% | $5,630-55.4% | $6,730-62.7% |
| Admin fee / account holder | $9,094 | $18,654-51.3% | $16,006-43.2% | $14,365-36.7% |