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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 | $132,693 | $65,566+102.4% | $86,235+53.9% | $75,177+76.5% |
| Participation rate | 52.2% | 60.5%-8.2pp | 69.0%-16.7pp | 67.2%-15.0pp |
| Annual return | 11.68% | 46.07%-34.4pp | 1170.03%-1158.4pp | 160.75%-149.1pp |
| Employer contribution / active EE | $109 | $1,553-93.0% | $2,381-95.4% | $2,671-95.9% |
| Participant deferral / active EE | $3,117 | $3,023+3.1% | $3,987-21.8% | $4,126-24.5% |
| Admin fee / account holder | $682 | $5,470-87.5% | $6,856-90.0% | $5,651-87.9% |