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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 | $154,181 | $106,864+44.3% | $147,318+4.7% | $82,637+86.6% |
| Participation rate | 38.0% | 75.5%-37.5pp | 82.1%-44.1pp | 68.1%-30.1pp |
| Annual return | 13.61% | 27.49%-13.9pp | 70.43%-56.8pp | 53.51%-39.9pp |
| Employer contribution / active EE | $566 | $3,417-83.4% | $4,593-87.7% | $2,552-77.8% |
| Participant deferral / active EE | $5,984 | $6,496-7.9% | $7,906-24.3% | $4,126+45.0% |
| Admin fee / account holder | $16,897 | $8,415+100.8% | $13,708+23.3% | $7,339+130.2% |