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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 | $143,448 | $101,798+40.9% | $165,071-13.1% | $80,935+77.2% |
| Participation rate | 62.8% | 71.8%-9.0pp | 78.6%-15.8pp | 67.7%-4.9pp |
| Annual return | 10.28% | 16.73%-6.5pp | 70.17%-59.9pp | 35.66%-25.4pp |
| Employer contribution / active EE | $131 | $2,954-95.6% | $4,347-97.0% | $2,757-95.2% |
| Participant deferral / active EE | $7,018 | $4,476+56.8% | $6,035+16.3% | $4,299+63.2% |
| Admin fee / account holder | $14,395 | $8,221+75.1% | $12,695+13.4% | $6,924+107.9% |