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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 | $111,402 | $87,733+27.0% | $106,555+4.5% | $85,847+29.8% |
| Participation rate | 65.5% | 71.9%-6.4pp | 76.1%-10.6pp | 69.3%-3.8pp |
| Annual return | 10.69% | 21.86%-11.2pp | 26.80%-16.1pp | 318.61%-307.9pp |
| Employer contribution / active EE | $441 | $2,073-78.7% | $2,819-84.3% | $2,565-82.8% |
| Participant deferral / active EE | $2,258 | $3,469-34.9% | $4,399-48.7% | $3,952-42.9% |
| Admin fee / account holder | $18,228 | $6,767+169.3% | $7,408+146.1% | $6,261+191.1% |