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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 | $200,228 | $89,364+124.1% | $141,177+41.8% | $72,983+174.3% |
| Participation rate | 46.7% | 75.1%-28.5pp | 82.5%-35.8pp | 69.5%-22.8pp |
| Annual return | 17.48% | 111.86%-94.4pp | 71.40%-53.9pp | 81.01%-63.5pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,149 | $5,419-5.0% | $6,710-23.3% | $3,608+42.7% |
| Admin fee / account holder | $5,557 | $5,959-6.7% | $10,263-45.9% | $5,124+8.4% |