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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 | $138,042 | $81,487+69.4% | $102,412+34.8% | $80,935+70.6% |
| Participation rate | 33.3% | 66.8%-33.5pp | 74.5%-41.2pp | 67.7%-34.3pp |
| Annual return | 7.88% | 25.60%-17.7pp | 24.94%-17.1pp | 35.66%-27.8pp |
| Employer contribution / active EE | $388 | $3,103-87.5% | $3,870-90.0% | $2,757-85.9% |
| Participant deferral / active EE | $4,381 | $3,871+13.2% | $5,060-13.4% | $4,299+1.9% |
| Admin fee / account holder | $85,565 | $6,717+1173.8% | $8,388+920.1% | $6,924+1135.7% |