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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 | $158,477 | $81,358+94.8% | $155,556+1.9% | $80,959+95.7% |
| Participation rate | 69.2% | 66.3%+3.0pp | 78.2%-9.0pp | 67.7%+1.6pp |
| Annual return | 10.06% | 33.39%-23.3pp | 64.84%-54.8pp | 35.67%-25.6pp |
| Employer contribution / active EE | $166 | $3,106-94.7% | $4,675-96.4% | $2,757-94.0% |
| Participant deferral / active EE | $2,963 | $3,455-14.3% | $5,631-47.4% | $4,300-31.1% |
| Admin fee / account holder | $1,601 | $7,994-80.0% | $15,885-89.9% | $6,925-76.9% |