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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 | $148,427 | $125,797+18.0% | $170,043-12.7% | $75,173+97.4% |
| Participation rate | 65.5% | 83.6%-18.1pp | 87.0%-21.5pp | 67.2%-1.7pp |
| Annual return | 13.34% | 27.20%-13.9pp | 53.40%-40.1pp | 160.72%-147.4pp |
| Employer contribution / active EE | $1,265 | $4,616-72.6% | $6,790-81.4% | $2,671-52.6% |
| Participant deferral / active EE | $3,893 | $6,838-43.1% | $10,410-62.6% | $4,126-5.7% |
| Admin fee / account holder | $2,446 | $8,177-70.1% | $12,824-80.9% | $5,651-56.7% |