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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 | $131,108 | $108,825+20.5% | $156,181-16.1% | $82,448+59.0% |
| Participation rate | 64.1% | 72.4%-8.3pp | 78.8%-14.8pp | 68.1%-4.0pp |
| Annual return | 12.15% | 20.59%-8.4pp | 64.87%-52.7pp | 41.64%-29.5pp |
| Employer contribution / active EE | $558 | $2,870-80.5% | $4,294-87.0% | $2,551-78.1% |
| Participant deferral / active EE | $4,473 | $4,577-2.3% | $6,132-27.1% | $4,139+8.1% |
| Admin fee / account holder | $13,152 | $9,341+40.8% | $14,586-9.8% | $7,234+81.8% |