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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 | $114,134 | $111,830+2.1% | $93,696+21.8% | $145,884-21.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 4.82% | 204.08%-199.3pp | 133.74%-128.9pp | 551.85%-547.0pp |
| Employer contribution / active EE | $204 | $3,093-93.4% | $2,422-91.6% | $4,662-95.6% |
| Participant deferral / active EE | $2,780 | $4,920-43.5% | $4,417-37.1% | $6,690-58.4% |
| Admin fee / account holder | $7,946 | $10,249-22.5% | $8,287-4.1% | $13,392-40.7% |