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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 | $87,037+109.9% | $106,201+72.0% | $80,874+125.9% |
| Participation rate | 47.8% | 70.4%-22.6pp | 75.3%-27.5pp | 67.6%-19.8pp |
| Annual return | 10.12% | 17.05%-6.9pp | 116.26%-106.1pp | 35.62%-25.5pp |
| Employer contribution / active EE | $274 | $2,396-88.5% | $3,170-91.3% | $2,756-90.0% |
| Participant deferral / active EE | $5,224 | $3,986+31.1% | $5,012+4.2% | $4,297+21.6% |
| Admin fee / account holder | $16,015 | $8,434+89.9% | $11,039+45.1% | $6,935+130.9% |