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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 | $109,906 | $76,371+43.9% | $93,621+17.4% | $72,976+50.6% |
| Participation rate | 61.5% | 71.8%-10.2pp | 75.8%-14.3pp | 69.5%-8.0pp |
| Annual return | 15.52% | 25.82%-10.3pp | 32.76%-17.2pp | 81.02%-65.5pp |
| Employer contribution / active EE | $368 | $2,276-83.8% | $2,719-86.5% | $2,440-84.9% |
| Participant deferral / active EE | $1,814 | $3,538-48.7% | $4,070-55.4% | $3,608-49.7% |
| Admin fee / account holder | $3,342 | $6,839-51.1% | $7,890-57.6% | $5,124-34.8% |