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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 | $108,825+36.6% | $156,181-4.8% | $82,448+80.4% |
| Participation rate | 69.7% | 72.4%-2.7pp | 78.8%-9.1pp | 68.1%+1.6pp |
| Annual return | 8.18% | 20.59%-12.4pp | 64.87%-56.7pp | 41.64%-33.5pp |
| Employer contribution / active EE | $720 | $2,870-74.9% | $4,294-83.2% | $2,551-71.8% |
| Participant deferral / active EE | $5,639 | $4,577+23.2% | $6,132-8.0% | $4,139+36.2% |
| Admin fee / account holder | $27,774 | $9,341+197.3% | $14,586+90.4% | $7,234+283.9% |