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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 | $133,938 | $140,944-5.0% | $112,236+19.3% | $139,427-3.9% |
| Participation rate | 59.1% | 79.2%-20.1pp | 72.4%-13.3pp | 80.3%-21.2pp |
| Annual return | 8.85% | 32.71%-23.9pp | 30.20%-21.3pp | 373.27%-364.4pp |
| Employer contribution / active EE | $223 | $4,285-94.8% | $3,431-93.5% | $4,752-95.3% |
| Participant deferral / active EE | $1,865 | $5,876-68.3% | $4,799-61.1% | $6,711-72.2% |
| Admin fee / account holder | $25,887 | $9,954+160.1% | $7,749+234.1% | $11,404+127.0% |