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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 | $111,503 | $114,119-2.3% | $107,187+4.0% | $138,895-19.7% |
| Participation rate | 68.8% | 78.1%-9.3pp | 75.0%-6.3pp | 79.9%-11.2pp |
| Annual return | 9.74% | 273.21%-263.5pp | 204.55%-194.8pp | 145.39%-135.7pp |
| Employer contribution / active EE | $814 | $4,059-79.9% | $3,782-78.5% | $4,194-80.6% |
| Participant deferral / active EE | $3,201 | $5,538-42.2% | $5,096-37.2% | $6,396-50.0% |
| Admin fee / account holder | $11,500 | $10,024+14.7% | $9,162+25.5% | $12,562-8.5% |