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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 | $129,337 | $110,137+17.4% | $161,149-19.7% | $82,637+56.5% |
| Participation rate | 62.1% | 72.4%-10.3pp | 78.8%-16.8pp | 68.1%-6.0pp |
| Annual return | 9.10% | 20.69%-11.6pp | 21.16%-12.1pp | 53.51%-44.4pp |
| Employer contribution / active EE | $583 | $2,856-79.6% | $4,360-86.6% | $2,552-77.1% |
| Participant deferral / active EE | $2,993 | $4,575-34.6% | $6,153-51.4% | $4,126-27.5% |
| Admin fee / account holder | $26,520 | $9,467+180.1% | $15,194+74.5% | $7,339+261.4% |