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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 | $96,137+52.4% | $136,007+7.7% | $80,874+81.2% |
| Participation rate | 29.7% | 71.2%-41.5pp | 76.5%-46.8pp | 67.6%-38.0pp |
| Annual return | 7.25% | 28.70%-21.5pp | 579.32%-572.1pp | 35.62%-28.4pp |
| Employer contribution / active EE | $356 | $3,350-89.4% | $4,215-91.6% | $2,756-87.1% |
| Participant deferral / active EE | $2,845 | $5,706-50.1% | $7,024-59.5% | $4,297-33.8% |
| Admin fee / account holder | $5,185 | $8,236-37.0% | $6,858-24.4% | $6,935-25.2% |