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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 | $120,922 | $87,132+38.8% | $105,624+14.5% | $80,959+49.4% |
| Participation rate | 51.0% | 70.4%-19.4pp | 75.3%-24.3pp | 67.7%-16.6pp |
| Annual return | 8.27% | 17.03%-8.8pp | 116.20%-107.9pp | 35.67%-27.4pp |
| Employer contribution / active EE | $510 | $2,397-78.7% | $3,168-83.9% | $2,757-81.5% |
| Participant deferral / active EE | $3,411 | $3,985-14.4% | $5,013-32.0% | $4,300-20.7% |
| Admin fee / account holder | $8,818 | $8,449+4.4% | $10,961-19.6% | $6,925+27.3% |