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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 | $151,181 | $160,040-5.5% | $147,096+2.8% | $145,877+3.6% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 7.19% | 98.49%-91.3pp | 419.75%-412.6pp | 551.28%-544.1pp |
| Employer contribution / active EE | $759 | $5,289-85.7% | $4,936-84.6% | $4,663-83.7% |
| Participant deferral / active EE | $3,642 | $8,429-56.8% | $8,071-54.9% | $6,691-45.6% |
| Admin fee / account holder | $1,473 | $15,050-90.2% | $13,005-88.7% | $13,402-89.0% |