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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 | $168,428 | $102,429+64.4% | $147,096+14.5% | $80,925+108.1% |
| Participation rate | 48.6% | 75.9%-27.3pp | 82.2%-33.6pp | 67.7%-19.1pp |
| Annual return | 9.12% | 135.02%-125.9pp | 419.75%-410.6pp | 35.65%-26.5pp |
| Employer contribution / active EE | $747 | $3,716-79.9% | $4,936-84.9% | $2,756-72.9% |
| Participant deferral / active EE | $5,576 | $6,649-16.1% | $8,071-30.9% | $4,299+29.7% |
| Admin fee / account holder | $16,122 | $7,957+102.6% | $13,005+24.0% | $6,940+132.3% |