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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 | $86,922+35.0% | $102,438+14.5% | $80,874+45.1% |
| Participation rate | 55.7% | 72.4%-16.7pp | 76.5%-20.8pp | 67.6%-12.0pp |
| Annual return | 10.00% | 18.90%-8.9pp | 29.37%-19.4pp | 35.62%-25.6pp |
| Employer contribution / active EE | $570 | $2,369-75.9% | $3,024-81.1% | $2,756-79.3% |
| Participant deferral / active EE | $3,315 | $4,119-19.5% | $5,054-34.4% | $4,297-22.8% |
| Admin fee / account holder | $5,211 | $8,050-35.3% | $9,448-44.8% | $6,935-24.9% |