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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 | $164,867 | $79,961+106.2% | $98,462+67.4% | $75,177+119.3% |
| Participation rate | 48.1% | 70.4%-22.3pp | 75.2%-27.1pp | 67.2%-19.2pp |
| Annual return | 11.41% | 19.75%-8.3pp | 21.17%-9.8pp | 160.75%-149.3pp |
| Employer contribution / active EE | $528 | $2,264-76.7% | $3,049-82.7% | $2,671-80.2% |
| Participant deferral / active EE | $5,279 | $3,753+40.7% | $4,738+11.4% | $4,126+27.9% |
| Admin fee / account holder | $12,531 | $6,842+83.1% | $8,875+41.2% | $5,651+121.7% |