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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 | $122,005 | $217,432-43.9% | $185,851-34.4% | $167,553-27.2% |
| Participation rate | 30.8% | 86.1%-55.3pp | 81.7%-50.9pp | 82.1%-51.3pp |
| Annual return | 8.00% | 148.43%-140.4pp | 122.11%-114.1pp | 478.89%-470.9pp |
| Employer contribution / active EE | $950 | $5,874-83.8% | $5,168-81.6% | $4,840-80.4% |
| Participant deferral / active EE | $2,970 | $6,357-53.3% | $5,569-46.7% | $6,343-53.2% |
| Admin fee / account holder | $1,072 | $19,820-94.6% | $16,245-93.4% | $12,316-91.3% |