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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 | $171,253 | $77,896+119.8% | $134,172+27.6% | $82,448+107.7% |
| Participation rate | 29.6% | 62.8%-33.2pp | 72.5%-42.8pp | 68.1%-38.4pp |
| Annual return | 11.52% | 18.21%-6.7pp | 25.30%-13.8pp | 41.64%-30.1pp |
| Employer contribution / active EE | $386 | $2,159-82.1% | $3,420-88.7% | $2,551-84.9% |
| Participant deferral / active EE | $1,311 | $3,162-58.5% | $4,690-72.0% | $4,139-68.3% |
| Admin fee / account holder | $11,194 | $6,336+76.7% | $12,016-6.8% | $7,234+54.7% |