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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 | $112,780 | $112,7290% | $98,716+14.2% | $137,256-17.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 3.82% | 38.48%-34.7pp | 31.81%-28.0pp | 220.34%-216.5pp |
| Employer contribution / active EE | $169 | $2,725-93.8% | $2,279-92.6% | $4,156-95.9% |
| Participant deferral / active EE | $1,934 | $4,640-58.3% | $4,048-52.2% | $6,407-69.8% |
| Admin fee / account holder | $8,517 | $10,129-15.9% | $8,703-2.1% | $12,270-30.6% |