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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 | $153,945 | $106,524+44.5% | $152,301+1.1% | $87,485+76.0% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.4%-15.8pp | 68.9%-2.3pp |
| Annual return | 12.91% | 26.89%-14.0pp | 80.50%-67.6pp | 26.06%-13.2pp |
| Employer contribution / active EE | -$10 | $3,371-100.3% | $4,624-100.2% | $2,596-100.4% |
| Participant deferral / active EE | $5,380 | $6,525-17.6% | $8,004-32.8% | $4,274+25.9% |
| Admin fee / account holder | $12,651 | $8,287+52.7% | $14,398-12.1% | $7,775+62.7% |