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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 | $73,940+63.9% | $96,496+25.6% | $75,173+61.2% |
| Participation rate | 38.8% | 66.4%-27.6pp | 74.3%-35.6pp | 67.2%-28.4pp |
| Annual return | 13.10% | 26.71%-13.6pp | 35.70%-22.6pp | 160.65%-147.6pp |
| Employer contribution / active EE | $171 | $2,929-94.2% | $3,738-95.4% | $2,670-93.6% |
| Participant deferral / active EE | $2,618 | $3,659-28.4% | $4,879-46.3% | $4,126-36.5% |
| Admin fee / account holder | $4,828 | $5,216-7.4% | $6,731-28.3% | $5,651-14.6% |