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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 | $106,524+133.2% | $152,301+63.1% | $87,485+184.0% |
| Participation rate | 51.0% | 75.8%-24.8pp | 82.4%-31.5pp | 68.9%-18.0pp |
| Annual return | 13.72% | 26.89%-13.2pp | 80.50%-66.8pp | 26.06%-12.3pp |
| Employer contribution / active EE | $277 | $3,371-91.8% | $4,624-94.0% | $2,596-89.3% |
| Participant deferral / active EE | $6,077 | $6,525-6.9% | $8,004-24.1% | $4,274+42.2% |
| Admin fee / account holder | $23,119 | $8,287+179.0% | $14,398+60.6% | $7,775+197.4% |