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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 | $147,419 | $102,422+43.9% | $147,117+0.2% | $80,959+82.1% |
| Participation rate | 52.9% | 75.9%-22.9pp | 82.2%-29.2pp | 67.7%-14.7pp |
| Annual return | 9.12% | 135.16%-126.0pp | 420.54%-411.4pp | 35.67%-26.6pp |
| Employer contribution / active EE | $294 | $3,717-92.1% | $4,932-94.0% | $2,757-89.3% |
| Participant deferral / active EE | $3,054 | $6,652-54.1% | $8,065-62.1% | $4,300-29.0% |
| Admin fee / account holder | $2,613 | $7,953-67.1% | $12,993-79.9% | $6,925-62.3% |