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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 | $135,037 | $108,825+24.1% | $156,181-13.5% | $82,448+63.8% |
| Participation rate | 41.0% | 72.4%-31.4pp | 78.8%-37.8pp | 68.1%-27.1pp |
| Annual return | 12.31% | 20.59%-8.3pp | 64.87%-52.6pp | 41.64%-29.3pp |
| Employer contribution / active EE | $295 | $2,870-89.7% | $4,294-93.1% | $2,551-88.4% |
| Participant deferral / active EE | $2,549 | $4,577-44.3% | $6,132-58.4% | $4,139-38.4% |
| Admin fee / account holder | $8,229 | $9,341-11.9% | $14,586-43.6% | $7,234+13.7% |