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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 | $144,251 | $80,992+78.1% | $96,534+49.4% | $75,173+91.9% |
| Participation rate | 67.7% | 71.8%-4.1pp | 76.0%-8.3pp | 67.2%+0.5pp |
| Annual return | 11.84% | 27.05%-15.2pp | 25.88%-14.0pp | 160.72%-148.9pp |
| Employer contribution / active EE | $241 | $2,283-89.4% | $2,965-91.9% | $2,671-91.0% |
| Participant deferral / active EE | $6,739 | $3,929+71.5% | $4,851+38.9% | $4,126+63.3% |
| Admin fee / account holder | $16,835 | $6,717+150.6% | $8,253+104.0% | $5,651+197.9% |