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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 | $185,525 | $118,496+56.6% | $98,461+88.4% | $139,466+33.0% |
| Participation rate | 30.0% | 77.5%-47.5pp | 75.2%-45.2pp | 80.3%-50.3pp |
| Annual return | 4.36% | 18.96%-14.6pp | 21.17%-16.8pp | 373.66%-369.3pp |
| Employer contribution / active EE | $685 | $3,611-81.0% | $3,049-77.5% | $4,754-85.6% |
| Participant deferral / active EE | $1,942 | $5,393-64.0% | $4,738-59.0% | $6,712-71.1% |
| Admin fee / account holder | $3,564 | $14,056-74.6% | $8,961-60.2% | $11,409-68.8% |