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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 | $129,995 | $105,200+23.6% | $159,474-18.5% | $85,847+51.4% |
| Participation rate | 65.9% | 75.8%-9.9pp | 82.8%-17.0pp | 69.3%-3.5pp |
| Annual return | 12.41% | 45.08%-32.7pp | 263.68%-251.3pp | 318.61%-306.2pp |
| Employer contribution / active EE | $506 | $3,319-84.8% | $4,831-89.5% | $2,565-80.3% |
| Participant deferral / active EE | $4,493 | $5,946-24.4% | $7,353-38.9% | $3,952+13.7% |
| Admin fee / account holder | $5,516 | $6,934-20.5% | $10,802-48.9% | $6,261-11.9% |