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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 | $143,249 | $73,787+94.1% | $98,716+45.1% | $82,448+73.7% |
| Participation rate | 56.5% | 61.4%-4.9pp | 69.3%-12.8pp | 68.1%-11.5pp |
| Annual return | 10.75% | 18.57%-7.8pp | 31.81%-21.1pp | 41.64%-30.9pp |
| Employer contribution / active EE | $162 | $1,511-89.3% | $2,279-92.9% | $2,551-93.6% |
| Participant deferral / active EE | $5,196 | $3,081+68.6% | $4,048+28.4% | $4,139+25.5% |
| Admin fee / account holder | $6,637 | $6,500+2.1% | $8,703-23.7% | $7,234-8.3% |