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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 | $193,522 | $81,457+137.6% | $103,378+87.2% | $80,911+139.2% |
| Participation rate | 35.3% | 66.8%-31.6pp | 74.5%-39.2pp | 67.6%-32.4pp |
| Annual return | 8.64% | 25.58%-16.9pp | 24.91%-16.3pp | 35.63%-27.0pp |
| Employer contribution / active EE | $267 | $3,107-91.4% | $3,870-93.1% | $2,756-90.3% |
| Participant deferral / active EE | $3,557 | $3,871-8.1% | $5,058-29.7% | $4,297-17.2% |
| Admin fee / account holder | $699 | $6,717-89.6% | $8,401-91.7% | $6,935-89.9% |