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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 | $144,853 | $81,276+78.2% | $155,574-6.9% | $80,925+79.0% |
| Participation rate | 29.2% | 66.2%-37.1pp | 78.2%-49.0pp | 67.7%-38.5pp |
| Annual return | 9.67% | 33.36%-23.7pp | 64.87%-55.2pp | 35.65%-26.0pp |
| Employer contribution / active EE | $262 | $3,103-91.6% | $4,676-94.4% | $2,756-90.5% |
| Participant deferral / active EE | $1,755 | $3,453-49.2% | $5,629-68.8% | $4,299-59.2% |
| Admin fee / account holder | $14,041 | $7,993+75.7% | $15,914-11.8% | $6,940+102.3% |