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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 | $113,377 | $110,307+2.8% | $96,576+17.4% | $139,456-18.7% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 8.19% | 26.40%-18.2pp | 25.87%-17.7pp | 373.45%-365.3pp |
| Employer contribution / active EE | $693 | $3,619-80.8% | $2,965-76.6% | $4,753-85.4% |
| Participant deferral / active EE | $6,693 | $5,547+20.7% | $4,851+38.0% | $6,711-0.3% |
| Admin fee / account holder | $1,210 | $11,597-89.6% | $8,253-85.3% | $11,407-89.4% |