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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 | $122,788 | $117,829+4.2% | $102,423+19.9% | $145,877-15.8% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 7.99% | 31.83%-23.8pp | 29.42%-21.4pp | 551.28%-543.3pp |
| Employer contribution / active EE | $351 | $3,615-90.3% | $3,023-88.4% | $4,663-92.5% |
| Participant deferral / active EE | $2,605 | $5,732-54.6% | $5,054-48.5% | $6,691-61.1% |
| Admin fee / account holder | $848 | $13,335-93.6% | $9,455-91.0% | $13,402-93.7% |