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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 | $69,444+83.1% | $92,985+36.7% | $87,485+45.3% |
| Participation rate | 66.7% | 63.3%+3.4pp | 69.5%-2.8pp | 68.9%-2.3pp |
| Annual return | 11.50% | 23.85%-12.4pp | 27.99%-16.5pp | 26.06%-14.6pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,638 | $3,364+8.1% | $4,377-16.9% | $4,274-14.9% |
| Admin fee / account holder | $5,968 | $6,137-2.8% | $9,463-36.9% | $7,775-23.2% |