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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 | $96,236+52.2% | $133,698+9.6% | $80,959+81.0% |
| Participation rate | 29.7% | 71.2%-41.5pp | 76.4%-46.7pp | 67.7%-38.0pp |
| Annual return | 7.25% | 28.74%-21.5pp | 580.90%-573.7pp | 35.67%-28.4pp |
| Employer contribution / active EE | $356 | $3,350-89.4% | $4,218-91.6% | $2,757-87.1% |
| Participant deferral / active EE | $2,845 | $5,709-50.2% | $7,016-59.4% | $4,300-33.8% |
| Admin fee / account holder | $5,185 | $8,250-37.2% | $6,703-22.6% | $6,925-25.1% |