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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 | $232,230 | $105,200+120.8% | $159,474+45.6% | $85,847+170.5% |
| Participation rate | 67.6% | 75.8%-8.1pp | 82.8%-15.2pp | 69.3%-1.7pp |
| Annual return | 12.32% | 45.08%-32.8pp | 263.68%-251.4pp | 318.61%-306.3pp |
| Employer contribution / active EE | $492 | $3,319-85.2% | $4,831-89.8% | $2,565-80.8% |
| Participant deferral / active EE | $4,746 | $5,946-20.2% | $7,353-35.5% | $3,952+20.1% |
| Admin fee / account holder | $3,329 | $6,934-52.0% | $10,802-69.2% | $6,261-46.8% |