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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 | $207,724 | $95,453+117.6% | $112,040+85.4% | $82,448+151.9% |
| Participation rate | 29.0% | 72.8%-43.7pp | 76.5%-47.5pp | 68.1%-39.0pp |
| Annual return | 11.08% | 23.92%-12.8pp | 24.52%-13.4pp | 41.64%-30.6pp |
| Employer contribution / active EE | $313 | $2,318-86.5% | $2,954-89.4% | $2,551-87.7% |
| Participant deferral / active EE | $3,127 | $4,224-26.0% | $5,098-38.7% | $4,139-24.5% |
| Admin fee / account holder | $12,954 | $9,013+43.7% | $12,098+7.1% | $7,234+79.1% |