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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 | $114,712+29.6% | $173,730-14.4% | $87,485+70.0% |
| Participation rate | 69.7% | 73.0%-3.3pp | 79.6%-9.9pp | 68.9%+0.8pp |
| Annual return | 8.18% | 20.18%-12.0pp | 19.96%-11.8pp | 26.06%-17.9pp |
| Employer contribution / active EE | $720 | $2,904-75.2% | $4,577-84.3% | $2,596-72.3% |
| Participant deferral / active EE | $5,639 | $4,642+21.5% | $6,326-10.9% | $4,274+32.0% |
| Admin fee / account holder | $27,774 | $10,210+172.0% | $17,523+58.5% | $7,775+257.2% |