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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 | $75,541+118.7% | $152,093+8.6% | $82,637+100.0% |
| Participation rate | 66.7% | 66.5%+0.1pp | 77.8%-11.1pp | 68.1%-1.4pp |
| Annual return | 12.28% | 32.56%-20.3pp | 66.36%-54.1pp | 53.51%-41.2pp |
| Employer contribution / active EE | $151 | $2,622-94.2% | $4,175-96.4% | $2,552-94.1% |
| Participant deferral / active EE | $3,800 | $3,206+18.5% | $5,451-30.3% | $4,126-7.9% |
| Admin fee / account holder | $19,855 | $6,405+210.0% | $14,497+37.0% | $7,339+170.5% |