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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 | $134,893 | $95,453+41.3% | $112,040+20.4% | $82,448+63.6% |
| Participation rate | 37.8% | 72.8%-34.9pp | 76.5%-38.7pp | 68.1%-30.2pp |
| Annual return | 11.96% | 23.92%-12.0pp | 24.52%-12.6pp | 41.64%-29.7pp |
| Employer contribution / active EE | $384 | $2,318-83.4% | $2,954-87.0% | $2,551-84.9% |
| Participant deferral / active EE | $2,747 | $4,224-35.0% | $5,098-46.1% | $4,139-33.6% |
| Admin fee / account holder | $12,562 | $9,013+39.4% | $12,098+3.8% | $7,234+73.6% |