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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 | $119,611 | $98,776+21.1% | $149,745-20.1% | $79,856+49.8% |
| Participation rate | 53.7% | 75.8%-22.1pp | 82.5%-28.8pp | 69.6%-16.0pp |
| Annual return | 12.13% | 27.38%-15.2pp | 276.72%-264.6pp | 31.71%-19.6pp |
| Employer contribution / active EE | $438 | $3,217-86.4% | $4,646-90.6% | $2,471-82.3% |
| Participant deferral / active EE | $2,865 | $5,681-49.6% | $6,843-58.1% | $3,741-23.4% |
| Admin fee / account holder | $1,549 | $6,053-74.4% | $9,312-83.4% | $5,306-70.8% |