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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 | $216,641 | $117,895+83.8% | $102,460+111.4% | $145,897+48.5% |
| Participation rate | 55.6% | 78.6%-23.1pp | 76.5%-21.0pp | 80.3%-24.8pp |
| Annual return | 6.95% | 31.92%-25.0pp | 29.47%-22.5pp | 552.29%-545.3pp |
| Employer contribution / active EE | $684 | $3,619-81.1% | $3,025-77.4% | $4,663-85.3% |
| Participant deferral / active EE | $2,735 | $5,736-52.3% | $5,056-45.9% | $6,689-59.1% |
| Admin fee / account holder | $8,236 | $13,353-38.3% | $9,460-12.9% | $13,390-38.5% |