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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 | $123,290 | $150,412-18.0% | $120,574+2.3% | $145,884-15.5% |
| Participation rate | 22.2% | 78.8%-56.6pp | 71.9%-49.7pp | 80.3%-58.1pp |
| Annual return | 8.05% | 154.50%-146.5pp | 107.42%-99.4pp | 551.85%-543.8pp |
| Employer contribution / active EE | $820 | $4,355-81.2% | $3,471-76.4% | $4,662-82.4% |
| Participant deferral / active EE | $4,633 | $6,175-25.0% | $4,996-7.3% | $6,690-30.7% |
| Admin fee / account holder | $546 | $12,224-95.5% | $9,445-94.2% | $13,392-95.9% |