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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 | $124,677 | $65,367+90.7% | $92,915+34.2% | $72,976+70.8% |
| Participation rate | 26.0% | 68.3%-42.3pp | 76.0%-50.0pp | 69.5%-43.5pp |
| Annual return | 11.37% | 42.11%-30.7pp | 109.45%-98.1pp | 81.02%-69.6pp |
| Employer contribution / active EE | $510 | $2,594-80.3% | $3,653-86.0% | $2,440-79.1% |
| Participant deferral / active EE | $1,990 | $3,128-36.4% | $4,238-53.1% | $3,608-44.9% |
| Admin fee / account holder | $523 | $4,251-87.7% | $5,796-91.0% | $5,124-89.8% |