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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 | $175,419 | $124,425+41.0% | $112,040+56.6% | $137,256+27.8% |
| Participation rate | 61.5% | 79.3%-17.8pp | 76.5%-15.0pp | 80.0%-18.4pp |
| Annual return | 8.76% | 24.72%-16.0pp | 24.52%-15.8pp | 220.34%-211.6pp |
| Employer contribution / active EE | $728 | $3,411-78.7% | $2,954-75.4% | $4,156-82.5% |
| Participant deferral / active EE | $6,355 | $5,718+11.1% | $5,098+24.7% | $6,407-0.8% |
| Admin fee / account holder | $3,489 | $15,207-77.1% | $12,098-71.2% | $12,270-71.6% |