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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 | $146,005 | $65,566+122.7% | $86,235+69.3% | $75,177+94.2% |
| Participation rate | 66.7% | 60.5%+6.2pp | 69.0%-2.3pp | 67.2%-0.5pp |
| Annual return | 12.30% | 46.07%-33.8pp | 1170.03%-1157.7pp | 160.75%-148.4pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,291 | $3,023+41.9% | $3,987+7.6% | $4,126+4.0% |
| Admin fee / account holder | $3,907 | $5,470-28.6% | $6,856-43.0% | $5,651-30.9% |