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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 | $134,270 | $91,559+46.6% | $133,978+0.2% | $79,856+68.1% |
| Participation rate | 62.1% | 73.3%-11.3pp | 79.8%-17.8pp | 69.6%-7.6pp |
| Annual return | 0.25% | 61.85%-61.6pp | 45.10%-44.8pp | 31.71%-31.5pp |
| Employer contribution / active EE | $174 | $2,384-92.7% | $3,919-95.6% | $2,471-93.0% |
| Participant deferral / active EE | $3,768 | $3,734+0.9% | $5,047-25.3% | $3,741+0.7% |
| Admin fee / account holder | $13,850 | $6,321+119.1% | $8,930+55.1% | $5,306+161.0% |