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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 | $106,864+132.5% | $147,318+68.6% | $82,637+200.6% |
| Participation rate | 51.0% | 75.5%-24.5pp | 82.1%-31.1pp | 68.1%-17.1pp |
| Annual return | 13.72% | 27.49%-13.8pp | 70.43%-56.7pp | 53.51%-39.8pp |
| Employer contribution / active EE | $277 | $3,417-91.9% | $4,593-94.0% | $2,552-89.2% |
| Participant deferral / active EE | $6,077 | $6,496-6.4% | $7,906-23.1% | $4,126+47.3% |
| Admin fee / account holder | $23,119 | $8,415+174.7% | $13,708+68.7% | $7,339+215.0% |