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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 | $132,258 | $108,825+21.5% | $156,181-15.3% | $82,448+60.4% |
| Participation rate | 43.6% | 72.4%-28.8pp | 78.8%-35.2pp | 68.1%-24.5pp |
| Annual return | 11.00% | 20.59%-9.6pp | 64.87%-53.9pp | 41.64%-30.6pp |
| Employer contribution / active EE | $244 | $2,870-91.5% | $4,294-94.3% | $2,551-90.4% |
| Participant deferral / active EE | $4,354 | $4,577-4.9% | $6,132-29.0% | $4,139+5.2% |
| Admin fee / account holder | $38,647 | $9,341+313.8% | $14,586+165.0% | $7,234+434.2% |