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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 | $109,022 | $73,787+47.8% | $98,716+10.4% | $82,448+32.2% |
| Participation rate | 62.8% | 61.4%+1.4pp | 69.3%-6.5pp | 68.1%-5.3pp |
| Annual return | 11.93% | 18.57%-6.6pp | 31.81%-19.9pp | 41.64%-29.7pp |
| Employer contribution / active EE | $180 | $1,511-88.1% | $2,279-92.1% | $2,551-93.0% |
| Participant deferral / active EE | $3,436 | $3,081+11.5% | $4,048-15.1% | $4,139-17.0% |
| Admin fee / account holder | $9,586 | $6,500+47.5% | $8,703+10.1% | $7,234+32.5% |