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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 | $248,417 | $106,749+132.7% | $145,433+70.8% | $82,448+201.3% |
| Participation rate | 51.0% | 75.6%-24.7pp | 82.1%-31.1pp | 68.1%-17.1pp |
| Annual return | 13.72% | 27.59%-13.9pp | 66.58%-52.9pp | 41.64%-27.9pp |
| Employer contribution / active EE | $277 | $3,444-92.0% | $4,554-93.9% | $2,551-89.2% |
| Participant deferral / active EE | $6,077 | $6,519-6.8% | $7,897-23.1% | $4,139+46.8% |
| Admin fee / account holder | $23,119 | $8,390+175.6% | $13,129+76.1% | $7,234+219.6% |