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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 | $136,707 | $81,504+67.7% | $102,437+33.5% | $80,959+68.9% |
| Participation rate | 17.6% | 66.9%-49.2pp | 74.5%-56.9pp | 67.7%-50.0pp |
| Annual return | 7.50% | 25.60%-18.1pp | 24.95%-17.4pp | 35.67%-28.2pp |
| Employer contribution / active EE | $529 | $3,104-83.0% | $3,871-86.3% | $2,757-80.8% |
| Participant deferral / active EE | $1,864 | $3,871-51.9% | $5,060-63.2% | $4,300-56.7% |
| Admin fee / account holder | $3,543 | $6,719-47.3% | $8,388-57.8% | $6,925-48.8% |