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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 | $127,144 | $72,471+75.4% | $94,215+35.0% | $86,983+46.2% |
| Participation rate | 66.7% | 63.9%+2.8pp | 70.0%-3.3pp | 69.5%-2.9pp |
| Annual return | 11.50% | 26.44%-14.9pp | 28.22%-16.7pp | 25.83%-14.3pp |
| Employer contribution / active EE | $0 | $1,936-100.0% | $2,675-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,638 | $3,397+7.1% | $4,276-14.9% | $4,194-13.3% |
| Admin fee / account holder | $5,968 | $6,468-7.7% | $10,216-41.6% | $7,856-24.0% |