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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 | $135,471 | $117,846+15.0% | $102,434+32.3% | $145,884-7.1% |
| Participation rate | 54.2% | 78.6%-24.5pp | 76.5%-22.3pp | 80.3%-26.1pp |
| Annual return | 7.52% | 31.90%-24.4pp | 29.46%-21.9pp | 551.85%-544.3pp |
| Employer contribution / active EE | $711 | $3,615-80.3% | $3,023-76.5% | $4,662-84.7% |
| Participant deferral / active EE | $3,795 | $5,733-33.8% | $5,055-24.9% | $6,690-43.3% |
| Admin fee / account holder | $3,315 | $13,356-75.2% | $9,462-65.0% | $13,392-75.2% |