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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 | $113,876 | $110,137+3.4% | $161,149-29.3% | $82,637+37.8% |
| Participation rate | 66.7% | 72.4%-5.7pp | 78.8%-12.2pp | 68.1%-1.4pp |
| Annual return | 9.74% | 20.69%-10.9pp | 21.16%-11.4pp | 53.51%-43.8pp |
| Employer contribution / active EE | $527 | $2,856-81.5% | $4,360-87.9% | $2,552-79.3% |
| Participant deferral / active EE | $4,261 | $4,575-6.9% | $6,153-30.8% | $4,126+3.3% |
| Admin fee / account holder | $24,022 | $9,467+153.8% | $15,194+58.1% | $7,339+227.3% |