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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 | $135,782 | $95,453+42.2% | $112,040+21.2% | $82,448+64.7% |
| Participation rate | 61.0% | 72.8%-11.7pp | 76.5%-15.5pp | 68.1%-7.1pp |
| Annual return | 10.98% | 23.92%-12.9pp | 24.52%-13.5pp | 41.64%-30.7pp |
| Employer contribution / active EE | $556 | $2,318-76.0% | $2,954-81.2% | $2,551-78.2% |
| Participant deferral / active EE | $3,544 | $4,224-16.1% | $5,098-30.5% | $4,139-14.4% |
| Admin fee / account holder | $8,961 | $9,013-0.6% | $12,098-25.9% | $7,234+23.9% |