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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 | $151,910 | $201,344-24.6% | $184,243-17.5% | $145,877+4.1% |
| Participation rate | 20.0% | 87.5%-67.5pp | 86.8%-66.8pp | 80.3%-60.3pp |
| Annual return | 7.56% | 29.01%-21.4pp | 28.82%-21.3pp | 551.28%-543.7pp |
| Employer contribution / active EE | $1,344 | $7,022-80.9% | $6,427-79.1% | $4,663-71.2% |
| Participant deferral / active EE | $6,100 | $9,807-37.8% | $9,132-33.2% | $6,691-8.8% |
| Admin fee / account holder | $1,218 | $16,382-92.6% | $13,914-91.2% | $13,402-90.9% |