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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 | $144,724 | $148,623-2.6% | $135,974+6.4% | $139,466+3.8% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 5.47% | 79.30%-73.8pp | 68.30%-62.8pp | 373.66%-368.2pp |
| Employer contribution / active EE | $590 | $5,246-88.8% | $4,859-87.9% | $4,754-87.6% |
| Participant deferral / active EE | $2,842 | $8,103-64.9% | $7,760-63.4% | $6,712-57.7% |
| Admin fee / account holder | $1,295 | $12,406-89.6% | $10,767-88.0% | $11,409-88.6% |