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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 | $120,516 | $146,267-17.6% | $197,124-38.9% | $82,448+46.2% |
| Participation rate | 53.8% | 84.0%-30.3pp | 86.7%-33.0pp | 68.1%-14.3pp |
| Annual return | 10.85% | 29.61%-18.8pp | 44.34%-33.5pp | 41.64%-30.8pp |
| Employer contribution / active EE | -$11 | $4,723-100.2% | $6,227-100.2% | $2,551-100.4% |
| Participant deferral / active EE | $5,075 | $7,035-27.9% | $9,135-44.4% | $4,139+22.6% |
| Admin fee / account holder | $11,971 | $14,422-17.0% | $16,298-26.5% | $7,234+65.5% |