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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 | $119,643 | $86,940+37.6% | $102,434+16.8% | $80,935+47.8% |
| Participation rate | 68.8% | 72.4%-3.6pp | 76.5%-7.8pp | 67.7%+1.1pp |
| Annual return | 10.04% | 18.89%-8.9pp | 29.46%-19.4pp | 35.66%-25.6pp |
| Employer contribution / active EE | $563 | $2,370-76.2% | $3,023-81.4% | $2,757-79.6% |
| Participant deferral / active EE | $3,087 | $4,121-25.1% | $5,055-38.9% | $4,299-28.2% |
| Admin fee / account holder | $14,598 | $8,047+81.4% | $9,462+54.3% | $6,924+110.8% |