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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 | $166,366 | $65,361+154.5% | $92,903+79.1% | $72,983+128.0% |
| Participation rate | 55.9% | 68.3%-12.4pp | 76.0%-20.1pp | 69.5%-13.6pp |
| Annual return | 15.92% | 42.11%-26.2pp | 109.43%-93.5pp | 81.01%-65.1pp |
| Employer contribution / active EE | $160 | $2,594-93.8% | $3,653-95.6% | $2,440-93.4% |
| Participant deferral / active EE | $2,986 | $3,128-4.5% | $4,238-29.5% | $3,608-17.2% |
| Admin fee / account holder | $3,633 | $4,251-14.5% | $5,795-37.3% | $5,124-29.1% |