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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 | $125,954 | $57,541+118.9% | $95,759+31.5% | $75,177+67.5% |
| Participation rate | 24.5% | 62.5%-38.0pp | 72.3%-47.7pp | 67.2%-42.7pp |
| Annual return | 12.28% | 34.93%-22.7pp | 28.42%-16.1pp | 160.75%-148.5pp |
| Employer contribution / active EE | $220 | $1,808-87.8% | $2,836-92.2% | $2,671-91.7% |
| Participant deferral / active EE | $1,108 | $3,074-64.0% | $4,244-73.9% | $4,126-73.2% |
| Admin fee / account holder | $1,383 | $4,099-66.2% | $5,678-75.6% | $5,651-75.5% |