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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 | $219,565 | $97,550+125.1% | $120,344+82.4% | $87,485+151.0% |
| Participation rate | 54.2% | 72.8%-18.7pp | 76.7%-22.5pp | 68.9%-14.8pp |
| Annual return | 11.35% | 18.41%-7.1pp | 20.30%-9.0pp | 26.06%-14.7pp |
| Employer contribution / active EE | $335 | $2,291-85.4% | $3,020-88.9% | $2,596-87.1% |
| Participant deferral / active EE | $3,908 | $4,230-7.6% | $5,135-23.9% | $4,274-8.6% |
| Admin fee / account holder | $13,599 | $9,543+42.5% | $12,742+6.7% | $7,775+74.9% |