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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 | $132,213 | $93,617+41.2% | $135,982-2.8% | $75,177+75.9% |
| Participation rate | 63.6% | 75.2%-11.6pp | 81.9%-18.3pp | 67.2%-3.6pp |
| Annual return | 12.89% | 30.89%-18.0pp | 68.32%-55.4pp | 160.75%-147.9pp |
| Employer contribution / active EE | $698 | $3,538-80.3% | $4,859-85.6% | $2,671-73.9% |
| Participant deferral / active EE | $3,961 | $6,406-38.2% | $7,760-49.0% | $4,126-4.0% |
| Admin fee / account holder | $3,384 | $6,980-51.5% | $10,767-68.6% | $5,651-40.1% |