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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 | $133,972 | $95,453+40.4% | $112,040+19.6% | $82,448+62.5% |
| Participation rate | 65.9% | 72.8%-6.8pp | 76.5%-10.6pp | 68.1%-2.2pp |
| Annual return | 11.75% | 23.92%-12.2pp | 24.52%-12.8pp | 41.64%-29.9pp |
| Employer contribution / active EE | $435 | $2,318-81.3% | $2,954-85.3% | $2,551-83.0% |
| Participant deferral / active EE | $3,032 | $4,224-28.2% | $5,098-40.5% | $4,139-26.7% |
| Admin fee / account holder | $78,065 | $9,013+766.1% | $12,098+545.3% | $7,234+979.1% |