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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 | $148,700 | $123,478+20.4% | $216,567-31.3% | $94,015+58.2% |
| Participation rate | 69.7% | 75.1%-5.4pp | 81.6%-11.9pp | 70.8%-1.1pp |
| Annual return | 8.18% | 23.61%-15.4pp | 12.94%-4.8pp | 17.84%-9.7pp |
| Employer contribution / active EE | $720 | $3,136-77.0% | $5,216-86.2% | $2,790-74.2% |
| Participant deferral / active EE | $5,639 | $4,556+23.8% | $6,191-8.9% | $4,249+32.7% |
| Admin fee / account holder | $27,774 | $12,753+117.8% | $21,981+26.4% | $8,951+210.3% |