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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 | $175,380 | $58,493+199.8% | $84,021+108.7% | $72,975+140.3% |
| Participation rate | 32.6% | 61.2%-28.7pp | 69.0%-36.5pp | 69.5%-36.9pp |
| Annual return | 4.54% | 28.93%-24.4pp | 71.32%-66.8pp | 81.01%-76.5pp |
| Employer contribution / active EE | $187 | $1,163-83.9% | $1,984-90.6% | $2,440-92.3% |
| Participant deferral / active EE | $1,134 | $2,394-52.6% | $3,239-65.0% | $3,608-68.6% |
| Admin fee / account holder | $3,499 | $4,569-23.4% | $6,102-42.6% | $5,124-31.7% |