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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 | $125,260 | $88,778+41.1% | $81,844+53.0% | $145,884-14.1% |
| Participation rate | 41.7% | 75.1%-33.4pp | 72.4%-30.7pp | 80.3%-38.6pp |
| Annual return | 7.74% | 1033.03%-1025.3pp | 778.87%-771.1pp | 551.85%-544.1pp |
| Employer contribution / active EE | $280 | $3,087-90.9% | $2,916-90.4% | $4,662-94.0% |
| Participant deferral / active EE | $5,183 | $4,648+11.5% | $4,323+19.9% | $6,690-22.5% |
| Admin fee / account holder | $11,719 | $8,430+39.0% | $7,355+59.3% | $13,392-12.5% |