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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 | $217,310 | $99,994+117.3% | $146,643+48.2% | $85,847+153.1% |
| Participation rate | 62.9% | 73.1%-10.2pp | 80.1%-17.2pp | 69.3%-6.5pp |
| Annual return | 9.67% | 18.93%-9.3pp | 22.75%-13.1pp | 318.61%-308.9pp |
| Employer contribution / active EE | $543 | $2,559-78.8% | $4,137-86.9% | $2,565-78.8% |
| Participant deferral / active EE | $3,117 | $4,006-22.2% | $5,506-43.4% | $3,952-21.1% |
| Admin fee / account holder | $44,440 | $7,703+476.9% | $10,280+332.3% | $6,261+609.8% |