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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 | $94,436+65.5% | $115,599+35.2% | $82,637+89.1% |
| Participation rate | 34.4% | 70.4%-36.1pp | 74.3%-39.9pp | 68.1%-33.7pp |
| Annual return | 10.62% | 18.37%-7.8pp | 111.10%-100.5pp | 53.51%-42.9pp |
| Employer contribution / active EE | $446 | $2,324-80.8% | $2,955-84.9% | $2,552-82.5% |
| Participant deferral / active EE | $1,778 | $3,955-55.1% | $4,889-63.6% | $4,126-56.9% |
| Admin fee / account holder | $1,273 | $10,328-87.7% | $12,841-90.1% | $7,339-82.7% |