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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 | $197,569 | $94,031+110.1% | $115,768+70.7% | $82,448+139.6% |
| Participation rate | 63.6% | 70.4%-6.8pp | 74.4%-10.8pp | 68.1%-4.4pp |
| Annual return | 12.21% | 20.61%-8.4pp | 100.46%-88.3pp | 41.64%-29.4pp |
| Employer contribution / active EE | $444 | $2,323-80.9% | $2,940-84.9% | $2,551-82.6% |
| Participant deferral / active EE | $5,251 | $3,972+32.2% | $4,917+6.8% | $4,139+26.8% |
| Admin fee / account holder | $4,507 | $10,249-56.0% | $12,439-63.8% | $7,234-37.7% |