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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 | $126,685 | $88,672+42.9% | $105,223+20.4% | $82,448+53.7% |
| Participation rate | 68.0% | 67.9%+0.1pp | 75.0%-7.0pp | 68.1%-0.1pp |
| Annual return | 11.89% | 30.86%-19.0pp | 180.65%-168.8pp | 41.64%-29.8pp |
| Employer contribution / active EE | $749 | $3,048-75.4% | $3,689-79.7% | $2,551-70.7% |
| Participant deferral / active EE | $3,081 | $4,036-23.7% | $5,072-39.2% | $4,139-25.6% |
| Admin fee / account holder | $33,071 | $7,146+362.8% | $8,859+273.3% | $7,234+357.1% |