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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 | $146,518 | $96,136+52.4% | $135,987+7.7% | $80,925+81.1% |
| Participation rate | 29.7% | 71.2%-41.5pp | 76.4%-46.8pp | 67.7%-38.0pp |
| Annual return | 7.25% | 28.70%-21.5pp | 580.01%-572.8pp | 35.65%-28.4pp |
| Employer contribution / active EE | $356 | $3,350-89.4% | $4,214-91.5% | $2,756-87.1% |
| Participant deferral / active EE | $2,845 | $5,706-50.1% | $7,027-59.5% | $4,299-33.8% |
| Admin fee / account holder | $5,185 | $8,236-37.0% | $6,716-22.8% | $6,940-25.3% |