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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 | $157,745 | $108,825+45.0% | $156,181+1.0% | $82,448+91.3% |
| Participation rate | 45.5% | 72.4%-26.9pp | 78.8%-33.4pp | 68.1%-22.6pp |
| Annual return | 12.05% | 20.59%-8.5pp | 64.87%-52.8pp | 41.64%-29.6pp |
| Employer contribution / active EE | $132 | $2,870-95.4% | $4,294-96.9% | $2,551-94.8% |
| Participant deferral / active EE | $2,644 | $4,577-42.2% | $6,132-56.9% | $4,139-36.1% |
| Admin fee / account holder | $5,666 | $9,341-39.3% | $14,586-61.2% | $7,234-21.7% |