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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 | $135,599 | $78,670+72.4% | $109,173+24.2% | $85,847+58.0% |
| Participation rate | 52.0% | 68.3%-16.3pp | 75.9%-23.9pp | 69.3%-17.3pp |
| Annual return | 10.27% | 25.09%-14.8pp | 25.75%-15.5pp | 318.61%-308.3pp |
| Employer contribution / active EE | $460 | $2,734-83.2% | $3,723-87.6% | $2,565-82.1% |
| Participant deferral / active EE | $2,832 | $3,467-18.3% | $4,654-39.1% | $3,952-28.3% |
| Admin fee / account holder | $938 | $5,469-82.9% | $6,755-86.1% | $6,261-85.0% |