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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 | $135,772 | $73,940+83.6% | $96,496+40.7% | $75,173+80.6% |
| Participation rate | 25.0% | 66.4%-41.4pp | 74.3%-49.3pp | 67.2%-42.2pp |
| Annual return | 9.81% | 26.71%-16.9pp | 35.70%-25.9pp | 160.65%-150.8pp |
| Employer contribution / active EE | $607 | $2,929-79.3% | $3,738-83.8% | $2,670-77.3% |
| Participant deferral / active EE | $2,236 | $3,659-38.9% | $4,879-54.2% | $4,126-45.8% |
| Admin fee / account holder | $3,514 | $5,216-32.6% | $6,731-47.8% | $5,651-37.8% |