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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 | $155,313 | $95,453+62.7% | $112,040+38.6% | $82,448+88.4% |
| Participation rate | 39.6% | 72.8%-33.2pp | 76.5%-36.9pp | 68.1%-28.5pp |
| Annual return | 11.03% | 23.92%-12.9pp | 24.52%-13.5pp | 41.64%-30.6pp |
| Employer contribution / active EE | $359 | $2,318-84.5% | $2,954-87.9% | $2,551-85.9% |
| Participant deferral / active EE | $2,603 | $4,224-38.4% | $5,098-48.9% | $4,139-37.1% |
| Admin fee / account holder | $1,821 | $9,013-79.8% | $12,098-84.9% | $7,234-74.8% |