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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 | $117,335 | $86,949+34.9% | $102,460+14.5% | $80,959+44.9% |
| Participation rate | 55.7% | 72.4%-16.7pp | 76.5%-20.8pp | 67.7%-12.0pp |
| Annual return | 10.00% | 18.89%-8.9pp | 29.47%-19.5pp | 35.67%-25.7pp |
| Employer contribution / active EE | $570 | $2,370-75.9% | $3,025-81.1% | $2,757-79.3% |
| Participant deferral / active EE | $3,315 | $4,121-19.6% | $5,056-34.4% | $4,300-22.9% |
| Admin fee / account holder | $5,211 | $8,048-35.3% | $9,460-44.9% | $6,925-24.8% |