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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 | $133,399 | $110,337+20.9% | $102,383+30.3% | $145,877-8.6% |
| Participation rate | 52.2% | 77.9%-25.8pp | 74.5%-22.3pp | 80.3%-28.1pp |
| Annual return | 8.71% | 24.83%-16.1pp | 24.94%-16.2pp | 551.28%-542.6pp |
| Employer contribution / active EE | $422 | $4,216-90.0% | $3,870-89.1% | $4,663-90.9% |
| Participant deferral / active EE | $2,814 | $5,621-49.9% | $5,060-44.4% | $6,691-57.9% |
| Admin fee / account holder | $7,190 | $9,750-26.3% | $8,391-14.3% | $13,402-46.4% |