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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 | $140,053 | $88,672+57.9% | $105,223+33.1% | $82,448+69.9% |
| Participation rate | 45.5% | 67.9%-22.5pp | 75.0%-29.6pp | 68.1%-22.6pp |
| Annual return | 12.54% | 30.86%-18.3pp | 180.65%-168.1pp | 41.64%-29.1pp |
| Employer contribution / active EE | $783 | $3,048-74.3% | $3,689-78.8% | $2,551-69.3% |
| Participant deferral / active EE | $3,373 | $4,036-16.4% | $5,072-33.5% | $4,139-18.5% |
| Admin fee / account holder | $7,053 | $7,146-1.3% | $8,859-20.4% | $7,234-2.5% |