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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 | $128,883 | $65,566+96.6% | $86,235+49.5% | $75,177+71.4% |
| Participation rate | 52.0% | 60.5%-8.5pp | 69.0%-17.0pp | 67.2%-15.2pp |
| Annual return | 11.41% | 46.07%-34.7pp | 1170.03%-1158.6pp | 160.75%-149.3pp |
| Employer contribution / active EE | $320 | $1,553-79.4% | $2,381-86.5% | $2,671-88.0% |
| Participant deferral / active EE | $2,365 | $3,023-21.8% | $3,987-40.7% | $4,126-42.7% |
| Admin fee / account holder | $7,541 | $5,470+37.9% | $6,856+10.0% | $5,651+33.4% |