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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 | $135,819 | $123,793+9.7% | $177,840-23.6% | $79,852+70.1% |
| Participation rate | 63.0% | 84.7%-21.7pp | 87.7%-24.8pp | 69.6%-6.7pp |
| Annual return | 10.20% | 22.82%-12.6pp | 48.32%-38.1pp | 31.72%-21.5pp |
| Employer contribution / active EE | $1,076 | $4,095-73.7% | $5,919-81.8% | $2,471-56.4% |
| Participant deferral / active EE | $5,436 | $5,956-8.7% | $7,714-29.5% | $3,740+45.3% |
| Admin fee / account holder | $6,401 | $7,243-11.6% | $12,431-48.5% | $5,306+20.6% |