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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 | $139,355 | $91,086+53.0% | $203,872-31.6% | $86,983+60.2% |
| Participation rate | 66.7% | 65.8%+0.8pp | 77.8%-11.1pp | 69.5%-2.9pp |
| Annual return | 11.87% | 22.30%-10.4pp | 85.11%-73.2pp | 25.83%-14.0pp |
| Employer contribution / active EE | $199 | $2,063-90.4% | $3,757-94.7% | $2,584-92.3% |
| Participant deferral / active EE | $4,345 | $4,019+8.1% | $6,388-32.0% | $4,194+3.6% |
| Admin fee / account holder | $5,759 | $8,987-35.9% | $11,730-50.9% | $7,856-26.7% |