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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 | $149,940 | $129,737+15.6% | $119,126+25.9% | $154,746-3.1% |
| Participation rate | 22.2% | 78.9%-56.6pp | 75.8%-53.5pp | 80.7%-58.5pp |
| Annual return | 8.77% | 379.08%-370.3pp | 282.11%-273.3pp | 172.34%-163.6pp |
| Employer contribution / active EE | $956 | $4,375-78.2% | $4,034-76.3% | $4,379-78.2% |
| Participant deferral / active EE | $3,644 | $5,842-37.6% | $5,318-31.5% | $6,730-45.9% |
| Admin fee / account holder | $1,571 | $11,961-86.9% | $10,693-85.3% | $14,365-89.1% |