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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 | $198,819 | $114,712+73.3% | $173,730+14.4% | $87,485+127.3% |
| Participation rate | 60.0% | 73.0%-13.0pp | 79.6%-19.6pp | 68.9%-8.9pp |
| Annual return | 10.57% | 20.18%-9.6pp | 19.96%-9.4pp | 26.06%-15.5pp |
| Employer contribution / active EE | $691 | $2,904-76.2% | $4,577-84.9% | $2,596-73.4% |
| Participant deferral / active EE | $4,413 | $4,642-4.9% | $6,326-30.2% | $4,274+3.3% |
| Admin fee / account holder | $14,667 | $10,210+43.7% | $17,523-16.3% | $7,775+88.7% |