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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 | $122,504 | $129,737-5.6% | $119,126+2.8% | $154,746-20.8% |
| Participation rate | 37.5% | 78.9%-41.4pp | 75.8%-38.3pp | 80.7%-43.2pp |
| Annual return | 2.69% | 379.08%-376.4pp | 282.11%-279.4pp | 172.34%-169.6pp |
| Employer contribution / active EE | $347 | $4,375-92.1% | $4,034-91.4% | $4,379-92.1% |
| Participant deferral / active EE | $4,520 | $5,842-22.6% | $5,318-15.0% | $6,730-32.8% |
| Admin fee / account holder | $5,590 | $11,961-53.3% | $10,693-47.7% | $14,365-61.1% |