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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 | $124,494 | $112,131+11.0% | $95,964+29.7% | $158,982-21.7% |
| Participation rate | 46.7% | 79.0%-32.3pp | 77.1%-30.4pp | 82.0%-35.3pp |
| Annual return | 6.12% | 171.19%-165.1pp | 91.64%-85.5pp | 302.99%-296.9pp |
| Employer contribution / active EE | $226 | $3,199-92.9% | $2,541-91.1% | $4,763-95.3% |
| Participant deferral / active EE | $1,975 | $4,784-58.7% | $4,167-52.6% | $5,983-67.0% |
| Admin fee / account holder | $3,617 | $10,136-64.3% | $6,797-46.8% | $11,252-67.8% |