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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 | $125,858 | $87,106+44.5% | $105,607+19.2% | $80,935+55.5% |
| Participation rate | 66.1% | 70.4%-4.4pp | 75.3%-9.2pp | 67.7%-1.6pp |
| Annual return | 9.25% | 17.01%-7.8pp | 116.11%-106.9pp | 35.66%-26.4pp |
| Employer contribution / active EE | $300 | $2,396-87.5% | $3,167-90.5% | $2,757-89.1% |
| Participant deferral / active EE | $2,636 | $3,986-33.9% | $5,011-47.4% | $4,299-38.7% |
| Admin fee / account holder | $22,758 | $8,447+169.4% | $10,958+107.7% | $6,924+228.7% |