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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 | $117,929 | $106,280+11.0% | $96,538+22.2% | $139,487-15.5% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 8.37% | 38.48%-30.1pp | 35.74%-27.4pp | 373.84%-365.5pp |
| Employer contribution / active EE | $719 | $4,107-82.5% | $3,740-80.8% | $4,755-84.9% |
| Participant deferral / active EE | $2,797 | $5,457-48.8% | $4,880-42.7% | $6,713-58.3% |
| Admin fee / account holder | $57,485 | $7,888+628.8% | $6,737+753.2% | $11,407+403.9% |