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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 | $194,948 | $81,504+139.2% | $102,437+90.3% | $80,959+140.8% |
| Participation rate | 68.9% | 66.9%+2.0pp | 74.5%-5.6pp | 67.7%+1.2pp |
| Annual return | 8.80% | 25.60%-16.8pp | 24.95%-16.1pp | 35.67%-26.9pp |
| Employer contribution / active EE | $677 | $3,104-78.2% | $3,871-82.5% | $2,757-75.4% |
| Participant deferral / active EE | $2,789 | $3,871-27.9% | $5,060-44.9% | $4,300-35.1% |
| Admin fee / account holder | $12,302 | $6,719+83.1% | $8,388+46.7% | $6,925+77.6% |