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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 | $113,069 | $97,125+16.4% | $86,233+31.1% | $137,256-17.6% |
| Participation rate | 44.4% | 74.2%-29.8pp | 69.0%-24.6pp | 80.0%-35.5pp |
| Annual return | 10.22% | 74.19%-64.0pp | 61.39%-51.2pp | 220.34%-210.1pp |
| Employer contribution / active EE | $134 | $2,841-95.3% | $2,504-94.6% | $4,156-96.8% |
| Participant deferral / active EE | $909 | $5,180-82.5% | $4,559-80.1% | $6,407-85.8% |
| Admin fee / account holder | $15,570 | $9,725+60.1% | $8,342+86.6% | $12,270+26.9% |