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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 | $118,454 | $125,797-5.8% | $170,028-30.3% | $75,181+57.6% |
| Participation rate | 57.7% | 83.6%-25.9pp | 87.0%-29.3pp | 67.2%-9.5pp |
| Annual return | 9.86% | 27.20%-17.3pp | 53.39%-43.5pp | 160.69%-150.8pp |
| Employer contribution / active EE | $1,134 | $4,616-75.4% | $6,788-83.3% | $2,671-57.5% |
| Participant deferral / active EE | $3,524 | $6,838-48.5% | $10,409-66.1% | $4,126-14.6% |
| Admin fee / account holder | $29,802 | $8,177+264.5% | $12,820+132.5% | $5,650+427.5% |