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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 | $116,771 | $65,361+78.7% | $92,903+25.7% | $72,983+60.0% |
| Participation rate | 48.0% | 68.3%-20.3pp | 76.0%-28.0pp | 69.5%-21.5pp |
| Annual return | 16.19% | 42.11%-25.9pp | 109.43%-93.2pp | 81.01%-64.8pp |
| Employer contribution / active EE | $401 | $2,594-84.5% | $3,653-89.0% | $2,440-83.5% |
| Participant deferral / active EE | $4,014 | $3,128+28.3% | $4,238-5.3% | $3,608+11.3% |
| Admin fee / account holder | $14,529 | $4,251+241.8% | $5,795+150.7% | $5,124+183.5% |