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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 | $116,488 | $87,132+33.7% | $105,624+10.3% | $80,959+43.9% |
| Participation rate | 50.0% | 70.4%-20.4pp | 75.3%-25.3pp | 67.7%-17.7pp |
| Annual return | 9.75% | 17.03%-7.3pp | 116.20%-106.5pp | 35.67%-25.9pp |
| Employer contribution / active EE | $591 | $2,397-75.4% | $3,168-81.4% | $2,757-78.6% |
| Participant deferral / active EE | $2,254 | $3,985-43.5% | $5,013-55.0% | $4,300-47.6% |
| Admin fee / account holder | $6,980 | $8,449-17.4% | $10,961-36.3% | $6,925+0.8% |