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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 | $159,252 | $95,453+66.8% | $112,040+42.1% | $82,448+93.2% |
| Participation rate | 67.6% | 72.8%-5.2pp | 76.5%-8.9pp | 68.1%-0.5pp |
| Annual return | 11.70% | 23.92%-12.2pp | 24.52%-12.8pp | 41.64%-29.9pp |
| Employer contribution / active EE | $503 | $2,318-78.3% | $2,954-83.0% | $2,551-80.3% |
| Participant deferral / active EE | $5,118 | $4,224+21.2% | $5,098+0.4% | $4,139+23.6% |
| Admin fee / account holder | $16,373 | $9,013+81.7% | $12,098+35.3% | $7,234+126.3% |