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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 | $210,519 | $81,487+158.3% | $102,412+105.6% | $80,935+160.1% |
| Participation rate | 16.4% | 66.8%-50.4pp | 74.5%-58.1pp | 67.7%-51.2pp |
| Annual return | 8.95% | 25.60%-16.6pp | 24.94%-16.0pp | 35.66%-26.7pp |
| Employer contribution / active EE | $786 | $3,103-74.7% | $3,870-79.7% | $2,757-71.5% |
| Participant deferral / active EE | $2,155 | $3,871-44.3% | $5,060-57.4% | $4,299-49.9% |
| Admin fee / account holder | $9,097 | $6,717+35.4% | $8,388+8.5% | $6,924+31.4% |