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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 | $105,589 | $90,674+16.4% | $96,707+9.2% | $82,448+28.1% |
| Participation rate | 59.3% | 75.9%-16.7pp | 80.4%-21.1pp | 68.1%-8.8pp |
| Annual return | 12.97% | 49.05%-36.1pp | 34.78%-21.8pp | 41.64%-28.7pp |
| Employer contribution / active EE | $437 | $3,975-89.0% | $4,191-89.6% | $2,551-82.9% |
| Participant deferral / active EE | $3,011 | $5,696-47.1% | $5,997-49.8% | $4,139-27.3% |
| Admin fee / account holder | $13,618 | $7,568+79.9% | $7,503+81.5% | $7,234+88.2% |