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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 | $125,118 | $79,867+56.7% | $120,344+4.0% | $64,340+94.5% |
| Participation rate | 54.5% | 63.0%-8.5pp | 76.7%-22.2pp | 55.2%-0.8pp |
| Annual return | 10.09% | 21.10%-11.0pp | 20.30%-10.2pp | 24.14%-14.1pp |
| Employer contribution / active EE | $355 | $1,925-81.6% | $3,020-88.3% | $1,862-80.9% |
| Participant deferral / active EE | $1,744 | $3,593-51.5% | $5,135-66.0% | $2,980-41.5% |
| Admin fee / account holder | $4,680 | $5,039-7.1% | $12,742-63.3% | $3,703+26.4% |