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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 | $189,487 | $101,798+86.1% | $165,071+14.8% | $80,935+134.1% |
| Participation rate | 64.9% | 71.8%-7.0pp | 78.6%-13.8pp | 67.7%-2.8pp |
| Annual return | 8.50% | 16.73%-8.2pp | 70.17%-61.7pp | 35.66%-27.2pp |
| Employer contribution / active EE | $336 | $2,954-88.6% | $4,347-92.3% | $2,757-87.8% |
| Participant deferral / active EE | $6,165 | $4,476+37.7% | $6,035+2.1% | $4,299+43.4% |
| Admin fee / account holder | $6,597 | $8,221-19.8% | $12,695-48.0% | $6,924-4.7% |