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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 | $108,825+82.5% | $156,181+27.2% | $82,448+140.9% |
| Participation rate | 58.1% | 72.4%-14.2pp | 78.8%-20.7pp | 68.1%-9.9pp |
| Annual return | 8.43% | 20.59%-12.2pp | 64.87%-56.4pp | 41.64%-33.2pp |
| Employer contribution / active EE | $307 | $2,870-89.3% | $4,294-92.9% | $2,551-88.0% |
| Participant deferral / active EE | $5,493 | $4,577+20.0% | $6,132-10.4% | $4,139+32.7% |
| Admin fee / account holder | $3,316 | $9,341-64.5% | $14,586-77.3% | $7,234-54.2% |