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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 | $211,612 | $108,825+94.5% | $156,181+35.5% | $82,448+156.7% |
| Participation rate | 54.5% | 72.4%-17.8pp | 78.8%-24.3pp | 68.1%-13.5pp |
| Annual return | 11.34% | 20.59%-9.2pp | 64.87%-53.5pp | 41.64%-30.3pp |
| Employer contribution / active EE | $558 | $2,870-80.5% | $4,294-87.0% | $2,551-78.1% |
| Participant deferral / active EE | $3,993 | $4,577-12.8% | $6,132-34.9% | $4,139-3.5% |
| Admin fee / account holder | $15,135 | $9,341+62.0% | $14,586+3.8% | $7,234+109.2% |