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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 | $124,842 | $201,370-38.0% | $184,256-32.2% | $145,897-14.4% |
| Participation rate | 68.2% | 87.5%-19.3pp | 86.8%-18.6pp | 80.3%-12.1pp |
| Annual return | 8.61% | 29.05%-20.4pp | 28.85%-20.2pp | 552.29%-543.7pp |
| Employer contribution / active EE | $196 | $7,024-97.2% | $6,427-97.0% | $4,663-95.8% |
| Participant deferral / active EE | $3,295 | $9,808-66.4% | $9,133-63.9% | $6,689-50.7% |
| Admin fee / account holder | $34,785 | $16,364+112.6% | $13,899+150.3% | $13,390+159.8% |