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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 | $145,131 | $86,949+66.9% | $102,460+41.6% | $80,959+79.3% |
| Participation rate | 35.8% | 72.4%-36.6pp | 76.5%-40.7pp | 67.7%-31.9pp |
| Annual return | 9.35% | 18.89%-9.5pp | 29.47%-20.1pp | 35.67%-26.3pp |
| Employer contribution / active EE | $344 | $2,370-85.5% | $3,025-88.6% | $2,757-87.5% |
| Participant deferral / active EE | $2,513 | $4,121-39.0% | $5,056-50.3% | $4,300-41.6% |
| Admin fee / account holder | $5,927 | $8,048-26.4% | $9,460-37.3% | $6,925-14.4% |