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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 | $182,713 | $87,106+109.8% | $105,607+73.0% | $80,935+125.8% |
| Participation rate | 47.8% | 70.4%-22.6pp | 75.3%-27.4pp | 67.7%-19.8pp |
| Annual return | 10.12% | 17.01%-6.9pp | 116.11%-106.0pp | 35.66%-25.5pp |
| Employer contribution / active EE | $274 | $2,396-88.5% | $3,167-91.3% | $2,757-90.0% |
| Participant deferral / active EE | $5,224 | $3,986+31.1% | $5,011+4.2% | $4,299+21.5% |
| Admin fee / account holder | $16,015 | $8,447+89.6% | $10,958+46.2% | $6,924+131.3% |