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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 | $127,275 | $95,453+33.3% | $112,040+13.6% | $82,448+54.4% |
| Participation rate | 65.5% | 72.8%-7.2pp | 76.5%-11.0pp | 68.1%-2.6pp |
| Annual return | 9.35% | 23.92%-14.6pp | 24.52%-15.2pp | 41.64%-32.3pp |
| Employer contribution / active EE | $5 | $2,318-99.8% | $2,954-99.8% | $2,551-99.8% |
| Participant deferral / active EE | $4,415 | $4,224+4.5% | $5,098-13.4% | $4,139+6.7% |
| Admin fee / account holder | $2,343 | $9,013-74.0% | $12,098-80.6% | $7,234-67.6% |