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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 | $141,001-5.0% | $112,228+19.3% | $139,487-4.0% |
| Participation rate | 59.1% | 79.2%-20.1pp | 72.4%-13.3pp | 80.3%-21.2pp |
| Annual return | 8.85% | 32.75%-23.9pp | 30.23%-21.4pp | 373.84%-365.0pp |
| Employer contribution / active EE | $223 | $4,285-94.8% | $3,432-93.5% | $4,755-95.3% |
| Participant deferral / active EE | $1,865 | $5,877-68.3% | $4,800-61.2% | $6,713-72.2% |
| Admin fee / account holder | $25,887 | $9,959+159.9% | $7,752+234.0% | $11,407+126.9% |