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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 | $146,841 | $106,749+37.6% | $145,433+1.0% | $82,448+78.1% |
| Participation rate | 35.6% | 75.6%-40.1pp | 82.1%-46.6pp | 68.1%-32.5pp |
| Annual return | 10.31% | 27.59%-17.3pp | 66.58%-56.3pp | 41.64%-31.3pp |
| Employer contribution / active EE | $640 | $3,444-81.4% | $4,554-85.9% | $2,551-74.9% |
| Participant deferral / active EE | $3,050 | $6,519-53.2% | $7,897-61.4% | $4,139-26.3% |
| Admin fee / account holder | $2,872 | $8,390-65.8% | $13,129-78.1% | $7,234-60.3% |