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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 | $132,293 | $94,031+40.7% | $115,768+14.3% | $82,448+60.5% |
| Participation rate | 33.3% | 70.4%-37.1pp | 74.4%-41.1pp | 68.1%-34.7pp |
| Annual return | 10.75% | 20.61%-9.9pp | 100.46%-89.7pp | 41.64%-30.9pp |
| Employer contribution / active EE | $342 | $2,323-85.3% | $2,940-88.4% | $2,551-86.6% |
| Participant deferral / active EE | $3,329 | $3,972-16.2% | $4,917-32.3% | $4,139-19.6% |
| Admin fee / account holder | $91,562 | $10,249+793.3% | $12,439+636.1% | $7,234+1165.7% |