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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 | $165,241 | $76,407+116.3% | $150,298+9.9% | $82,448+100.4% |
| Participation rate | 66.7% | 66.4%+0.3pp | 77.8%-11.1pp | 68.1%-1.4pp |
| Annual return | 12.28% | 39.99%-27.7pp | 62.79%-50.5pp | 41.64%-29.4pp |
| Employer contribution / active EE | $151 | $2,614-94.2% | $4,154-96.4% | $2,551-94.1% |
| Participant deferral / active EE | $3,800 | $3,214+18.2% | $5,453-30.3% | $4,139-8.2% |
| Admin fee / account holder | $19,855 | $6,352+212.6% | $14,116+40.7% | $7,234+174.4% |