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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 | $81,487+137.5% | $102,412+89.0% | $80,935+139.1% |
| Participation rate | 35.3% | 66.8%-31.5pp | 74.5%-39.2pp | 67.7%-32.4pp |
| Annual return | 8.64% | 25.60%-17.0pp | 24.94%-16.3pp | 35.66%-27.0pp |
| Employer contribution / active EE | $267 | $3,103-91.4% | $3,870-93.1% | $2,757-90.3% |
| Participant deferral / active EE | $3,557 | $3,871-8.1% | $5,060-29.7% | $4,299-17.3% |
| Admin fee / account holder | $699 | $6,717-89.6% | $8,388-91.7% | $6,924-89.9% |