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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 | $135,173 | $55,889+141.9% | $76,119+77.6% | $80,935+67.0% |
| Participation rate | 35.5% | 62.1%-26.6pp | 69.1%-33.6pp | 67.7%-32.2pp |
| Annual return | 9.61% | 20.58%-11.0pp | 361.25%-351.6pp | 35.66%-26.0pp |
| Employer contribution / active EE | $284 | $1,866-84.8% | $2,693-89.5% | $2,757-89.7% |
| Participant deferral / active EE | $2,076 | $3,051-32.0% | $4,259-51.3% | $4,299-51.7% |
| Admin fee / account holder | $1,104 | $5,241-78.9% | $6,421-82.8% | $6,924-84.1% |