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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 | $121,162 | $73,988+63.8% | $96,538+25.5% | $75,177+61.2% |
| Participation rate | 38.8% | 66.4%-27.7pp | 74.3%-35.6pp | 67.2%-28.4pp |
| Annual return | 13.10% | 26.73%-13.6pp | 35.74%-22.6pp | 160.75%-147.7pp |
| Employer contribution / active EE | $171 | $2,930-94.2% | $3,740-95.4% | $2,671-93.6% |
| Participant deferral / active EE | $2,618 | $3,660-28.5% | $4,880-46.3% | $4,126-36.5% |
| Admin fee / account holder | $4,828 | $5,220-7.5% | $6,737-28.3% | $5,651-14.6% |