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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 | $165,326 | $93,598+76.6% | $135,974+21.6% | $75,173+119.9% |
| Participation rate | 52.6% | 75.2%-22.6pp | 81.9%-29.3pp | 67.2%-14.6pp |
| Annual return | 14.12% | 30.89%-16.8pp | 68.30%-54.2pp | 160.72%-146.6pp |
| Employer contribution / active EE | $261 | $3,538-92.6% | $4,859-94.6% | $2,671-90.2% |
| Participant deferral / active EE | $8,848 | $6,405+38.1% | $7,760+14.0% | $4,126+114.4% |
| Admin fee / account holder | $10,706 | $6,978+53.4% | $10,767-0.6% | $5,651+89.5% |