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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 | $229,614 | $106,749+115.1% | $145,433+57.9% | $82,448+178.5% |
| Participation rate | 67.6% | 75.6%-8.0pp | 82.1%-14.5pp | 68.1%-0.4pp |
| Annual return | 11.74% | 27.59%-15.9pp | 66.58%-54.8pp | 41.64%-29.9pp |
| Employer contribution / active EE | $472 | $3,444-86.3% | $4,554-89.6% | $2,551-81.5% |
| Participant deferral / active EE | $8,695 | $6,519+33.4% | $7,897+10.1% | $4,139+110.1% |
| Admin fee / account holder | $19,629 | $8,390+134.0% | $13,129+49.5% | $7,234+171.3% |