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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 | $129,183 | $81,446+58.6% | $103,374+25.0% | $80,874+59.7% |
| Participation rate | 45.8% | 66.9%-21.1pp | 74.5%-28.7pp | 67.6%-21.9pp |
| Annual return | 10.16% | 25.57%-15.4pp | 24.89%-14.7pp | 35.62%-25.5pp |
| Employer contribution / active EE | $731 | $3,107-76.5% | $3,869-81.1% | $2,756-73.5% |
| Participant deferral / active EE | $2,121 | $3,870-45.2% | $5,058-58.1% | $4,297-50.7% |
| Admin fee / account holder | $4,436 | $6,715-33.9% | $8,394-47.2% | $6,935-36.0% |