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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 | $115,931+71.5% | $185,441+7.2% | $86,983+128.6% |
| Participation rate | 60.0% | 73.6%-13.6pp | 80.3%-20.3pp | 69.5%-9.5pp |
| Annual return | 10.57% | 21.47%-10.9pp | 20.16%-9.6pp | 25.83%-15.3pp |
| Employer contribution / active EE | $691 | $2,937-76.5% | $4,672-85.2% | $2,584-73.3% |
| Participant deferral / active EE | $4,413 | $4,551-3.0% | $6,152-28.3% | $4,194+5.2% |
| Admin fee / account holder | $14,667 | $10,687+37.2% | $17,890-18.0% | $7,856+86.7% |