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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 | $131,837 | $81,208+62.3% | $98,920+33.3% | $79,856+65.1% |
| Participation rate | 53.9% | 72.5%-18.6pp | 76.0%-22.1pp | 69.6%-15.7pp |
| Annual return | 6.06% | 60.99%-54.9pp | 196.47%-190.4pp | 31.71%-25.7pp |
| Employer contribution / active EE | $243 | $1,960-87.6% | $2,689-91.0% | $2,471-90.2% |
| Participant deferral / active EE | $4,869 | $3,265+49.1% | $4,245+14.7% | $3,741+30.2% |
| Admin fee / account holder | $9,779 | $6,013+62.6% | $6,643+47.2% | $5,306+84.3% |