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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 | $122,965 | $141,004-12.8% | $112,273+9.5% | $139,466-11.8% |
| Participation rate | 66.7% | 79.2%-12.5pp | 72.4%-5.8pp | 80.3%-13.7pp |
| Annual return | 8.73% | 32.75%-24.0pp | 30.23%-21.5pp | 373.66%-364.9pp |
| Employer contribution / active EE | $689 | $4,285-83.9% | $3,431-79.9% | $4,754-85.5% |
| Participant deferral / active EE | $4,312 | $5,878-26.6% | $4,800-10.2% | $6,712-35.8% |
| Admin fee / account holder | $31,419 | $9,959+215.5% | $7,752+305.3% | $11,409+175.4% |