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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 | $137,629 | $154,228-10.8% | $145,433-5.4% | $137,256+0.3% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 8.84% | 74.59%-65.8pp | 66.58%-57.7pp | 220.34%-211.5pp |
| Employer contribution / active EE | $692 | $4,804-85.6% | $4,554-84.8% | $4,156-83.4% |
| Participant deferral / active EE | $6,997 | $8,216-14.8% | $7,897-11.4% | $6,407+9.2% |
| Admin fee / account holder | $20,175 | $14,344+40.7% | $13,129+53.7% | $12,270+64.4% |