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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 | $125,747 | $58,512+114.9% | $84,020+49.7% | $72,983+72.3% |
| Participation rate | 66.7% | 61.2%+5.4pp | 69.0%-2.3pp | 69.5%-2.8pp |
| Annual return | 2.06% | 28.93%-26.9pp | 71.31%-69.2pp | 81.01%-78.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,375 | $2,394+41.0% | $3,239+4.2% | $3,608-6.4% |
| Admin fee / account holder | $2,767 | $4,569-39.4% | $6,101-54.6% | $5,124-46.0% |