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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 | $205,255 | $114,712+78.9% | $173,730+18.1% | $87,485+134.6% |
| Participation rate | 43.0% | 73.0%-30.0pp | 79.6%-36.5pp | 68.9%-25.9pp |
| Annual return | 11.67% | 20.18%-8.5pp | 19.96%-8.3pp | 26.06%-14.4pp |
| Employer contribution / active EE | $351 | $2,904-87.9% | $4,577-92.3% | $2,596-86.5% |
| Participant deferral / active EE | $2,428 | $4,642-47.7% | $6,326-61.6% | $4,274-43.2% |
| Admin fee / account holder | $13,461 | $10,210+31.8% | $17,523-23.2% | $7,775+73.1% |