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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 | $106,175 | $103,038+3.0% | $90,324+17.5% | $152,909-30.6% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 4.53% | 95.25%-90.7pp | 78.15%-73.6pp | 345.46%-340.9pp |
| Employer contribution / active EE | $160 | $3,141-94.9% | $2,856-94.4% | $4,764-96.6% |
| Participant deferral / active EE | $2,556 | $4,282-40.3% | $3,885-34.2% | $5,851-56.3% |
| Admin fee / account holder | $7,540 | $6,177+22.1% | $5,356+40.8% | $11,601-35.0% |