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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 | $109,942 | $111,535-1.4% | $105,223+4.5% | $137,256-19.9% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 4.38% | 237.85%-233.5pp | 180.65%-176.3pp | 220.34%-216.0pp |
| Employer contribution / active EE | $749 | $3,939-81.0% | $3,689-79.7% | $4,156-82.0% |
| Participant deferral / active EE | $3,715 | $5,500-32.5% | $5,072-26.8% | $6,407-42.0% |
| Admin fee / account holder | $38,153 | $9,721+292.5% | $8,859+330.7% | $12,270+210.9% |