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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 | $138,417 | $90,745+52.5% | $130,270+6.3% | $75,177+84.1% |
| Participation rate | 34.5% | 71.1%-36.5pp | 76.3%-41.7pp | 67.2%-32.7pp |
| Annual return | 11.63% | 34.45%-22.8pp | 38.89%-27.3pp | 160.75%-149.1pp |
| Employer contribution / active EE | $410 | $3,314-87.6% | $4,128-90.1% | $2,671-84.7% |
| Participant deferral / active EE | $3,089 | $5,362-42.4% | $6,797-54.6% | $4,126-25.1% |
| Admin fee / account holder | $1,862 | $6,331-70.6% | $6,022-69.1% | $5,651-67.1% |