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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 | $214,976 | $110,410+94.7% | $102,437+109.9% | $145,897+47.3% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 8.89% | 24.85%-16.0pp | 24.95%-16.1pp | 552.29%-543.4pp |
| Employer contribution / active EE | $739 | $4,217-82.5% | $3,871-80.9% | $4,663-84.2% |
| Participant deferral / active EE | $5,928 | $5,622+5.4% | $5,060+17.2% | $6,689-11.4% |
| Admin fee / account holder | $22,552 | $9,745+131.4% | $8,388+168.9% | $13,390+68.4% |