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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 | $94,031+66.2% | $115,768+35.0% | $82,448+89.5% |
| Participation rate | 34.4% | 70.4%-36.0pp | 74.4%-40.0pp | 68.1%-33.7pp |
| Annual return | 10.62% | 20.61%-10.0pp | 100.46%-89.8pp | 41.64%-31.0pp |
| Employer contribution / active EE | $446 | $2,323-80.8% | $2,940-84.8% | $2,551-82.5% |
| Participant deferral / active EE | $1,778 | $3,972-55.2% | $4,917-63.8% | $4,139-57.1% |
| Admin fee / account holder | $1,273 | $10,249-87.6% | $12,439-89.8% | $7,234-82.4% |