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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 | $76,834+86.4% | $108,359+32.2% | $87,485+63.7% |
| Participation rate | 56.5% | 61.7%-5.2pp | 70.1%-13.6pp | 68.9%-12.4pp |
| Annual return | 10.75% | 19.09%-8.3pp | 36.89%-26.1pp | 26.06%-15.3pp |
| Employer contribution / active EE | $162 | $1,556-89.6% | $2,399-93.2% | $2,596-93.7% |
| Participant deferral / active EE | $5,196 | $3,100+67.6% | $4,137+25.6% | $4,274+21.6% |
| Admin fee / account holder | $6,637 | $6,537+1.5% | $9,741-31.9% | $7,775-14.6% |