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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 | $172,251 | $94,436+82.4% | $115,599+49.0% | $82,637+108.4% |
| Participation rate | 61.0% | 70.4%-9.5pp | 74.3%-13.3pp | 68.1%-7.1pp |
| Annual return | 11.09% | 18.37%-7.3pp | 111.10%-100.0pp | 53.51%-42.4pp |
| Employer contribution / active EE | $616 | $2,324-73.5% | $2,955-79.2% | $2,552-75.9% |
| Participant deferral / active EE | $4,347 | $3,955+9.9% | $4,889-11.1% | $4,126+5.4% |
| Admin fee / account holder | $6,276 | $10,328-39.2% | $12,841-51.1% | $7,339-14.5% |