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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 | $164,293 | $65,566+150.6% | $86,235+90.5% | $75,177+118.5% |
| Participation rate | 65.2% | 60.5%+4.7pp | 69.0%-3.7pp | 67.2%-2.0pp |
| Annual return | 11.98% | 46.07%-34.1pp | 1170.03%-1158.0pp | 160.75%-148.8pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,083 | $3,023+2.0% | $3,987-22.7% | $4,126-25.3% |
| Admin fee / account holder | $5,568 | $5,470+1.8% | $6,856-18.8% | $5,651-1.5% |