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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 | $178,209 | $106,749+66.9% | $145,433+22.5% | $82,448+116.1% |
| Participation rate | 53.6% | 75.6%-22.1pp | 82.1%-28.5pp | 68.1%-14.5pp |
| Annual return | 12.73% | 27.59%-14.9pp | 66.58%-53.8pp | 41.64%-28.9pp |
| Employer contribution / active EE | $283 | $3,444-91.8% | $4,554-93.8% | $2,551-88.9% |
| Participant deferral / active EE | $6,410 | $6,519-1.7% | $7,897-18.8% | $4,139+54.9% |
| Admin fee / account holder | $6,664 | $8,390-20.6% | $13,129-49.2% | $7,234-7.9% |