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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 | $198,589 | $114,712+73.1% | $173,730+14.3% | $87,485+127.0% |
| Participation rate | 58.1% | 73.0%-14.9pp | 79.6%-21.4pp | 68.9%-10.8pp |
| Annual return | 8.43% | 20.18%-11.7pp | 19.96%-11.5pp | 26.06%-17.6pp |
| Employer contribution / active EE | $307 | $2,904-89.4% | $4,577-93.3% | $2,596-88.2% |
| Participant deferral / active EE | $5,493 | $4,642+18.3% | $6,326-13.2% | $4,274+28.5% |
| Admin fee / account holder | $3,316 | $10,210-67.5% | $17,523-81.1% | $7,775-57.3% |