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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 | $238,228 | $101,795+134.0% | $165,100+44.3% | $80,959+194.3% |
| Participation rate | 16.7% | 71.8%-55.2pp | 78.6%-62.0pp | 67.7%-51.0pp |
| Annual return | 4.35% | 16.73%-12.4pp | 70.21%-65.9pp | 35.67%-31.3pp |
| Employer contribution / active EE | $563 | $2,954-80.9% | $4,348-87.1% | $2,757-79.6% |
| Participant deferral / active EE | $2,299 | $4,476-48.6% | $6,035-61.9% | $4,300-46.5% |
| Admin fee / account holder | $6,817 | $8,221-17.1% | $12,696-46.3% | $6,925-1.6% |