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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 | $166,357 | $80,992+105.4% | $96,534+72.3% | $75,173+121.3% |
| Participation rate | 53.8% | 71.8%-17.9pp | 76.0%-22.1pp | 67.2%-13.4pp |
| Annual return | 12.61% | 27.05%-14.4pp | 25.88%-13.3pp | 160.72%-148.1pp |
| Employer contribution / active EE | $500 | $2,283-78.1% | $2,965-83.1% | $2,671-81.3% |
| Participant deferral / active EE | $3,195 | $3,929-18.7% | $4,851-34.1% | $4,126-22.6% |
| Admin fee / account holder | $52,642 | $6,717+683.7% | $8,253+537.8% | $5,651+831.6% |