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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 | $198,043 | $98,776+100.5% | $149,745+32.3% | $79,856+148.0% |
| Participation rate | 58.5% | 75.8%-17.3pp | 82.5%-24.0pp | 69.6%-11.2pp |
| Annual return | 11.86% | 27.38%-15.5pp | 276.72%-264.9pp | 31.71%-19.9pp |
| Employer contribution / active EE | $397 | $3,217-87.7% | $4,646-91.5% | $2,471-83.9% |
| Participant deferral / active EE | $10,821 | $5,681+90.5% | $6,843+58.1% | $3,741+189.3% |
| Admin fee / account holder | $30,098 | $6,053+397.3% | $9,312+223.2% | $5,306+467.2% |