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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 | $105,135 | $73,978+42.1% | $96,515+8.9% | $75,173+39.9% |
| Participation rate | 52.3% | 66.4%-14.2pp | 74.3%-22.1pp | 67.2%-14.9pp |
| Annual return | 10.30% | 26.72%-16.4pp | 35.73%-25.4pp | 160.72%-150.4pp |
| Employer contribution / active EE | $316 | $2,931-89.2% | $3,740-91.5% | $2,671-88.2% |
| Participant deferral / active EE | $2,597 | $3,660-29.0% | $4,880-46.8% | $4,126-37.1% |
| Admin fee / account holder | $16,518 | $5,219+216.5% | $6,735+145.2% | $5,651+192.3% |