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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 | $178,948 | $101,778+75.8% | $164,975+8.5% | $80,925+121.1% |
| Participation rate | 26.3% | 71.8%-45.5pp | 78.6%-52.3pp | 67.7%-41.3pp |
| Annual return | 8.47% | 16.73%-8.3pp | 70.12%-61.7pp | 35.65%-27.2pp |
| Employer contribution / active EE | $793 | $2,954-73.1% | $4,343-81.7% | $2,756-71.2% |
| Participant deferral / active EE | $2,373 | $4,477-47.0% | $6,033-60.7% | $4,299-44.8% |
| Admin fee / account holder | $20,294 | $8,221+146.8% | $12,688+59.9% | $6,940+192.4% |