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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 | $161,564 | $106,247+52.1% | $96,515+67.4% | $139,466+15.8% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 8.99% | 38.47%-29.5pp | 35.73%-26.7pp | 373.66%-364.7pp |
| Employer contribution / active EE | $719 | $4,106-82.5% | $3,740-80.8% | $4,754-84.9% |
| Participant deferral / active EE | $6,222 | $5,456+14.1% | $4,880+27.5% | $6,712-7.3% |
| Admin fee / account holder | $1,806 | $7,885-77.1% | $6,735-73.2% | $11,409-84.2% |