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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 | $201,316 | $65,862+205.7% | $124,693+61.4% | $79,393+153.6% |
| Participation rate | 18.8% | 62.2%-43.4pp | 74.6%-55.8pp | 70.7%-51.9pp |
| Annual return | 10.38% | 19.02%-8.6pp | 5144.19%-5133.8pp | 116.87%-106.5pp |
| Employer contribution / active EE | $486 | $1,883-74.2% | $3,324-85.4% | $2,428-80.0% |
| Participant deferral / active EE | $1,371 | $2,772-50.6% | $4,615-70.3% | $4,046-66.1% |
| Admin fee / account holder | $2,421 | $673+259.8% | $7,494-67.7% | $627+286.4% |