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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 | $110,673 | $106,749+3.7% | $145,433-23.9% | $82,448+34.2% |
| Participation rate | 39.7% | 75.6%-36.0pp | 82.1%-42.4pp | 68.1%-28.4pp |
| Annual return | 13.15% | 27.59%-14.4pp | 66.58%-53.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $521 | $3,444-84.9% | $4,554-88.6% | $2,551-79.6% |
| Participant deferral / active EE | $3,110 | $6,519-52.3% | $7,897-60.6% | $4,139-24.9% |
| Admin fee / account holder | $9,818 | $8,390+17.0% | $13,129-25.2% | $7,234+35.7% |