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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 | $244,215 | $106,749+128.8% | $145,433+67.9% | $82,448+196.2% |
| Participation rate | 36.4% | 75.6%-39.3pp | 82.1%-45.8pp | 68.1%-31.7pp |
| Annual return | 12.20% | 27.59%-15.4pp | 66.58%-54.4pp | 41.64%-29.4pp |
| Employer contribution / active EE | $663 | $3,444-80.8% | $4,554-85.4% | $2,551-74.0% |
| Participant deferral / active EE | $4,761 | $6,519-27.0% | $7,897-39.7% | $4,139+15.0% |
| Admin fee / account holder | $10,526 | $8,390+25.5% | $13,129-19.8% | $7,234+45.5% |