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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 | $140,039 | $117,895+18.8% | $102,460+36.7% | $145,897-4.0% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 8.21% | 31.92%-23.7pp | 29.47%-21.3pp | 552.29%-544.1pp |
| Employer contribution / active EE | $638 | $3,619-82.4% | $3,025-78.9% | $4,663-86.3% |
| Participant deferral / active EE | $2,553 | $5,736-55.5% | $5,056-49.5% | $6,689-61.8% |
| Admin fee / account holder | $1,703 | $13,353-87.2% | $9,460-82.0% | $13,390-87.3% |