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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 | $205,266 | $94,436+117.4% | $115,599+77.6% | $82,637+148.4% |
| Participation rate | 44.8% | 70.4%-25.7pp | 74.3%-29.5pp | 68.1%-23.3pp |
| Annual return | 10.22% | 18.37%-8.1pp | 111.10%-100.9pp | 53.51%-43.3pp |
| Employer contribution / active EE | $257 | $2,324-88.9% | $2,955-91.3% | $2,552-89.9% |
| Participant deferral / active EE | $5,149 | $3,955+30.2% | $4,889+5.3% | $4,126+24.8% |
| Admin fee / account holder | $14,423 | $10,328+39.7% | $12,841+12.3% | $7,339+96.5% |