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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 | $108,825+88.6% | $156,181+31.4% | $82,448+149.0% |
| Participation rate | 43.0% | 72.4%-29.3pp | 78.8%-35.8pp | 68.1%-25.0pp |
| Annual return | 11.67% | 20.59%-8.9pp | 64.87%-53.2pp | 41.64%-30.0pp |
| Employer contribution / active EE | $351 | $2,870-87.8% | $4,294-91.8% | $2,551-86.2% |
| Participant deferral / active EE | $2,428 | $4,577-47.0% | $6,132-60.4% | $4,139-41.3% |
| Admin fee / account holder | $13,461 | $9,341+44.1% | $14,586-7.7% | $7,234+86.1% |