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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 | $140,857 | $54,717+157.4% | $86,216+63.4% | $71,511+97.0% |
| Participation rate | 53.0% | 60.1%-7.1pp | 69.0%-15.9pp | 67.9%-14.9pp |
| Annual return | 12.59% | 20.07%-7.5pp | 1169.42%-1156.8pp | 28.86%-16.3pp |
| Employer contribution / active EE | $272 | $1,267-78.5% | $2,382-88.6% | $2,589-89.5% |
| Participant deferral / active EE | $5,559 | $3,110+78.7% | $3,986+39.5% | $4,291+29.6% |
| Admin fee / account holder | $2,884 | $1,922+50.0% | $6,853-57.9% | $1,588+81.5% |