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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 | $183,380 | $86,940+110.9% | $102,434+79.0% | $80,935+126.6% |
| Participation rate | 17.1% | 72.4%-55.2pp | 76.5%-59.4pp | 67.7%-50.5pp |
| Annual return | 8.61% | 18.89%-10.3pp | 29.46%-20.8pp | 35.66%-27.0pp |
| Employer contribution / active EE | $571 | $2,370-75.9% | $3,023-81.1% | $2,757-79.3% |
| Participant deferral / active EE | $3,047 | $4,121-26.1% | $5,055-39.7% | $4,299-29.1% |
| Admin fee / account holder | $4,066 | $8,047-49.5% | $9,462-57.0% | $6,924-41.3% |