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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 | $121,956 | $76,834+58.7% | $108,359+12.5% | $87,485+39.4% |
| Participation rate | 48.5% | 61.7%-13.2pp | 70.1%-21.6pp | 68.9%-20.4pp |
| Annual return | 11.04% | 19.09%-8.1pp | 36.89%-25.9pp | 26.06%-15.0pp |
| Employer contribution / active EE | $158 | $1,556-89.9% | $2,399-93.4% | $2,596-93.9% |
| Participant deferral / active EE | $6,206 | $3,100+100.2% | $4,137+50.0% | $4,274+45.2% |
| Admin fee / account holder | $5,986 | $6,537-8.4% | $9,741-38.5% | $7,775-23.0% |