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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 | $116,400 | $72,269+61.1% | $101,271+14.9% | $79,852+45.8% |
| Participation rate | 56.9% | 68.5%-11.5pp | 75.8%-18.9pp | 69.6%-12.7pp |
| Annual return | 8.23% | 22.29%-14.1pp | 46.48%-38.3pp | 31.72%-23.5pp |
| Employer contribution / active EE | $483 | $2,692-82.0% | $3,660-86.8% | $2,471-80.4% |
| Participant deferral / active EE | $3,304 | $3,282+0.7% | $4,371-24.4% | $3,740-11.7% |
| Admin fee / account holder | $4,525 | $4,401+2.8% | $5,948-23.9% | $5,306-14.7% |