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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 | $146,582 | $99,053+48.0% | $88,179+66.2% | $138,895+5.5% |
| Participation rate | 11.1% | 74.2%-63.1pp | 69.1%-58.0pp | 79.9%-68.8pp |
| Annual return | 8.58% | 78.17%-69.6pp | 64.97%-56.4pp | 145.39%-136.8pp |
| Employer contribution / active EE | $121 | $2,882-95.8% | $2,549-95.3% | $4,194-97.1% |
| Participant deferral / active EE | $1,236 | $5,225-76.4% | $4,614-73.2% | $6,396-80.7% |
| Admin fee / account holder | $1,900 | $8,748-78.3% | $7,673-75.2% | $12,562-84.9% |