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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 | $122,545 | $72,273+69.6% | $101,275+21.0% | $79,856+53.5% |
| Participation rate | 47.4% | 68.5%-21.1pp | 75.8%-28.4pp | 69.6%-22.3pp |
| Annual return | 6.50% | 22.30%-15.8pp | 46.48%-40.0pp | 31.71%-25.2pp |
| Employer contribution / active EE | $515 | $2,691-80.9% | $3,660-85.9% | $2,471-79.2% |
| Participant deferral / active EE | $2,914 | $3,282-11.2% | $4,371-33.3% | $3,741-22.1% |
| Admin fee / account holder | $16,367 | $4,401+271.9% | $5,948+175.2% | $5,306+208.4% |