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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 | $159,827 | $86,949+83.8% | $102,460+56.0% | $80,959+97.4% |
| Participation rate | 33.9% | 72.4%-38.5pp | 76.5%-42.6pp | 67.7%-33.8pp |
| Annual return | 9.12% | 18.89%-9.8pp | 29.47%-20.4pp | 35.67%-26.6pp |
| Employer contribution / active EE | $619 | $2,370-73.9% | $3,025-79.6% | $2,757-77.6% |
| Participant deferral / active EE | $2,639 | $4,121-36.0% | $5,056-47.8% | $4,300-38.6% |
| Admin fee / account holder | $7,450 | $8,048-7.4% | $9,460-21.2% | $6,925+7.6% |