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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 | $124,084 | $93,598+32.6% | $135,974-8.7% | $75,173+65.1% |
| Participation rate | 65.2% | 75.2%-10.0pp | 81.9%-16.7pp | 67.2%-2.0pp |
| Annual return | 14.58% | 30.89%-16.3pp | 68.30%-53.7pp | 160.72%-146.1pp |
| Employer contribution / active EE | $549 | $3,538-84.5% | $4,859-88.7% | $2,671-79.5% |
| Participant deferral / active EE | $2,715 | $6,405-57.6% | $7,760-65.0% | $4,126-34.2% |
| Admin fee / account holder | $11,461 | $6,978+64.2% | $10,767+6.4% | $5,651+102.8% |