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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 | $110,812 | $80,983+36.8% | $96,544+14.8% | $75,177+47.4% |
| Participation rate | 44.4% | 71.8%-27.3pp | 76.0%-31.5pp | 67.2%-22.8pp |
| Annual return | 6.30% | 27.05%-20.8pp | 25.88%-19.6pp | 160.75%-154.5pp |
| Employer contribution / active EE | $467 | $2,282-79.5% | $2,966-84.3% | $2,671-82.5% |
| Participant deferral / active EE | $3,207 | $3,929-18.4% | $4,851-33.9% | $4,126-22.3% |
| Admin fee / account holder | $9,185 | $6,717+36.8% | $8,254+11.3% | $5,651+62.5% |