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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 | $146,827 | $101,798+44.2% | $165,071-11.1% | $80,935+81.4% |
| Participation rate | 41.7% | 71.8%-30.2pp | 78.6%-37.0pp | 67.7%-26.0pp |
| Annual return | 9.72% | 16.73%-7.0pp | 70.17%-60.4pp | 35.66%-25.9pp |
| Employer contribution / active EE | $808 | $2,954-72.6% | $4,347-81.4% | $2,757-70.7% |
| Participant deferral / active EE | $3,020 | $4,476-32.5% | $6,035-50.0% | $4,299-29.8% |
| Admin fee / account holder | $13,244 | $8,221+61.1% | $12,695+4.3% | $6,924+91.3% |