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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 | $113,729 | $105,198+8.1% | $159,455-28.7% | $85,856+32.5% |
| Participation rate | 67.5% | 75.8%-8.3pp | 82.8%-15.3pp | 69.3%-1.8pp |
| Annual return | 10.62% | 45.08%-34.5pp | 263.63%-253.0pp | 318.58%-308.0pp |
| Employer contribution / active EE | $389 | $3,319-88.3% | $4,830-91.9% | $2,565-84.8% |
| Participant deferral / active EE | $5,452 | $5,946-8.3% | $7,353-25.9% | $3,952+38.0% |
| Admin fee / account holder | $21,671 | $6,934+212.5% | $10,800+100.7% | $6,261+246.2% |