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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 | $141,005 | $73,107+92.9% | $114,563+23.1% | $87,485+61.2% |
| Participation rate | 69.2% | 65.8%+3.4pp | 72.9%-3.7pp | 68.9%+0.3pp |
| Annual return | 12.45% | 19.47%-7.0pp | 241.09%-228.6pp | 26.06%-13.6pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,592-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,404 | $3,144+40.1% | $4,142+6.3% | $4,274+3.0% |
| Admin fee / account holder | $1,062 | $5,770-81.6% | $7,623-86.1% | $7,775-86.3% |