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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 | $162,151 | $97,648+66.1% | $121,663+33.3% | $87,485+85.3% |
| Participation rate | 63.3% | 70.5%-7.1pp | 74.5%-11.2pp | 68.9%-5.6pp |
| Annual return | 11.55% | 18.03%-6.5pp | 147.54%-136.0pp | 26.06%-14.5pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,209 | $3,923+32.8% | $4,887+6.6% | $4,274+21.9% |
| Admin fee / account holder | $1,945 | $11,100-82.5% | $14,289-86.4% | $7,775-75.0% |