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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 | $123,079 | $87,733+40.3% | $106,554+15.5% | $85,851+43.4% |
| Participation rate | 60.0% | 71.9%-11.9pp | 76.1%-16.1pp | 69.3%-9.3pp |
| Annual return | 8.15% | 21.86%-13.7pp | 26.80%-18.7pp | 318.63%-310.5pp |
| Employer contribution / active EE | $363 | $2,073-82.5% | $2,819-87.1% | $2,565-85.8% |
| Participant deferral / active EE | $1,808 | $3,469-47.9% | $4,398-58.9% | $3,952-54.3% |
| Admin fee / account holder | $22,952 | $6,767+239.2% | $7,408+209.8% | $6,261+266.6% |