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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 | $130,431 | $67,602+92.9% | $82,312+58.5% | $70,126+86.0% |
| Participation rate | 57.1% | 72.8%-15.6pp | 76.9%-19.8pp | 69.5%-12.4pp |
| Annual return | 11.80% | 21.57%-9.8pp | 25.88%-14.1pp | 73.15%-61.3pp |
| Employer contribution / active EE | $276 | $1,755-84.3% | $2,428-88.6% | $2,343-88.2% |
| Participant deferral / active EE | $3,194 | $2,987+6.9% | $3,706-13.8% | $3,332-4.1% |
| Admin fee / account holder | $10,856 | $4,512+140.6% | $5,608+93.6% | $4,645+133.7% |