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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 | $109,821 | $91,559+19.9% | $133,978-18.0% | $79,856+37.5% |
| Participation rate | 56.3% | 73.3%-17.1pp | 79.8%-23.6pp | 69.6%-13.4pp |
| Annual return | 8.61% | 61.85%-53.2pp | 45.10%-36.5pp | 31.71%-23.1pp |
| Employer contribution / active EE | $520 | $2,384-78.2% | $3,919-86.7% | $2,471-79.0% |
| Participant deferral / active EE | $2,132 | $3,734-42.9% | $5,047-57.8% | $3,741-43.0% |
| Admin fee / account holder | $9,828 | $6,321+55.5% | $8,930+10.1% | $5,306+85.2% |