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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 | $131,088 | $112,729+16.3% | $98,716+32.8% | $137,256-4.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 5.15% | 38.48%-33.3pp | 31.81%-26.7pp | 220.34%-215.2pp |
| Employer contribution / active EE | $242 | $2,725-91.1% | $2,279-89.4% | $4,156-94.2% |
| Participant deferral / active EE | $1,231 | $4,640-73.5% | $4,048-69.6% | $6,407-80.8% |
| Admin fee / account holder | $1,891 | $10,129-81.3% | $8,703-78.3% | $12,270-84.6% |