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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 | $88,652 | $79,961+10.9% | $98,462-10.0% | $75,177+17.9% |
| Participation rate | 53.2% | 70.4%-17.2pp | 75.2%-22.0pp | 67.2%-14.0pp |
| Annual return | 12.78% | 19.75%-7.0pp | 21.17%-8.4pp | 160.75%-148.0pp |
| Employer contribution / active EE | $316 | $2,264-86.0% | $3,049-89.6% | $2,671-88.2% |
| Participant deferral / active EE | $1,625 | $3,753-56.7% | $4,738-65.7% | $4,126-60.6% |
| Admin fee / account holder | $23,819 | $6,842+248.1% | $8,875+168.4% | $5,651+321.5% |