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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 | $156,275 | $97,648+60.0% | $121,663+28.4% | $87,485+78.6% |
| Participation rate | 34.4% | 70.5%-36.1pp | 74.5%-40.1pp | 68.9%-34.6pp |
| Annual return | 10.62% | 18.03%-7.4pp | 147.54%-136.9pp | 26.06%-15.4pp |
| Employer contribution / active EE | $446 | $2,300-80.6% | $3,020-85.2% | $2,596-82.8% |
| Participant deferral / active EE | $1,778 | $3,923-54.7% | $4,887-63.6% | $4,274-58.4% |
| Admin fee / account holder | $1,273 | $11,100-88.5% | $14,289-91.1% | $7,775-83.6% |