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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 | $142,566 | $58,493+143.7% | $84,023+69.7% | $72,976+95.4% |
| Participation rate | 55.3% | 61.2%-5.9pp | 69.0%-13.7pp | 69.5%-14.2pp |
| Annual return | 16.45% | 28.93%-12.5pp | 71.32%-54.9pp | 81.02%-64.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,037 | $2,394+26.9% | $3,239-6.2% | $3,608-15.8% |
| Admin fee / account holder | $4,726 | $4,569+3.5% | $6,102-22.5% | $5,124-7.8% |