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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 | $102,422+64.4% | $147,117+14.5% | $80,959+108.0% |
| Participation rate | 48.6% | 75.9%-27.3pp | 82.2%-33.6pp | 67.7%-19.1pp |
| Annual return | 9.12% | 135.16%-126.0pp | 420.54%-411.4pp | 35.67%-26.5pp |
| Employer contribution / active EE | $747 | $3,717-79.9% | $4,932-84.9% | $2,757-72.9% |
| Participant deferral / active EE | $5,576 | $6,652-16.2% | $8,065-30.9% | $4,300+29.7% |
| Admin fee / account holder | $16,122 | $7,953+102.7% | $12,993+24.1% | $6,925+132.8% |