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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 | $130,285 | $78,668+65.6% | $109,152+19.4% | $85,854+51.8% |
| Participation rate | 54.1% | 68.3%-14.2pp | 75.9%-21.8pp | 69.3%-15.3pp |
| Annual return | 10.95% | 25.09%-14.1pp | 25.75%-14.8pp | 318.56%-307.6pp |
| Employer contribution / active EE | $502 | $2,733-81.6% | $3,722-86.5% | $2,565-80.4% |
| Participant deferral / active EE | $3,522 | $3,467+1.6% | $4,653-24.3% | $3,952-10.9% |
| Admin fee / account holder | $19,083 | $5,469+248.9% | $6,753+182.6% | $6,260+204.8% |