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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 | $208,226 | $66,431+213.4% | $109,916+89.4% | $85,851+142.5% |
| Participation rate | 62.1% | 63.9%-1.8pp | 74.2%-12.2pp | 69.3%-7.3pp |
| Annual return | 9.58% | 19.59%-10.0pp | 29.46%-19.9pp | 318.63%-309.1pp |
| Employer contribution / active EE | -$44 | $1,688-102.6% | $2,844-101.6% | $2,565-101.7% |
| Participant deferral / active EE | $2,884 | $2,844+1.4% | $4,047-28.7% | $3,952-27.0% |
| Admin fee / account holder | $2,437 | $4,559-46.6% | $6,069-59.9% | $6,261-61.1% |