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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 | $114,712+84.5% | $173,730+21.8% | $87,485+141.9% |
| Participation rate | 54.5% | 73.0%-18.4pp | 79.6%-25.0pp | 68.9%-14.4pp |
| Annual return | 11.34% | 20.18%-8.8pp | 19.96%-8.6pp | 26.06%-14.7pp |
| Employer contribution / active EE | $558 | $2,904-80.8% | $4,577-87.8% | $2,596-78.5% |
| Participant deferral / active EE | $3,993 | $4,642-14.0% | $6,326-36.9% | $4,274-6.6% |
| Admin fee / account holder | $15,135 | $10,210+48.2% | $17,523-13.6% | $7,775+94.7% |