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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 | $126,811 | $88,672+43.0% | $105,223+20.5% | $82,448+53.8% |
| Participation rate | 44.0% | 67.9%-23.9pp | 75.0%-31.0pp | 68.1%-24.1pp |
| Annual return | 10.24% | 30.86%-20.6pp | 180.65%-170.4pp | 41.64%-31.4pp |
| Employer contribution / active EE | $592 | $3,048-80.6% | $3,689-84.0% | $2,551-76.8% |
| Participant deferral / active EE | $5,148 | $4,036+27.6% | $5,072+1.5% | $4,139+24.4% |
| Admin fee / account holder | $7,256 | $7,146+1.5% | $8,859-18.1% | $7,234+0.3% |