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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 | $117,829+83.9% | $102,423+111.5% | $145,877+48.5% |
| Participation rate | 55.6% | 78.6%-23.1pp | 76.5%-20.9pp | 80.3%-24.7pp |
| Annual return | 6.95% | 31.83%-24.9pp | 29.42%-22.5pp | 551.28%-544.3pp |
| Employer contribution / active EE | $684 | $3,615-81.1% | $3,023-77.4% | $4,663-85.3% |
| Participant deferral / active EE | $2,735 | $5,732-52.3% | $5,054-45.9% | $6,691-59.1% |
| Admin fee / account holder | $8,236 | $13,335-38.2% | $9,455-12.9% | $13,402-38.5% |