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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 | $117,904+83.7% | $102,457+111.4% | $145,978+48.4% |
| Participation rate | 55.6% | 78.6%-23.0pp | 76.5%-20.9pp | 80.3%-24.7pp |
| Annual return | 6.95% | 31.80%-24.8pp | 29.41%-22.5pp | 550.52%-543.6pp |
| Employer contribution / active EE | $684 | $3,613-81.1% | $3,022-77.4% | $4,662-85.3% |
| Participant deferral / active EE | $2,735 | $5,733-52.3% | $5,054-45.9% | $6,690-59.1% |
| Admin fee / account holder | $8,236 | $13,329-38.2% | $9,451-12.9% | $13,400-38.5% |