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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 | $201,344-38.0% | $184,243-32.2% | $145,877-14.4% |
| Participation rate | 68.2% | 87.5%-19.3pp | 86.8%-18.6pp | 80.3%-12.1pp |
| Annual return | 8.61% | 29.01%-20.4pp | 28.82%-20.2pp | 551.28%-542.7pp |
| Employer contribution / active EE | $196 | $7,022-97.2% | $6,427-97.0% | $4,663-95.8% |
| Participant deferral / active EE | $3,295 | $9,807-66.4% | $9,132-63.9% | $6,691-50.8% |
| Admin fee / account holder | $34,785 | $16,382+112.3% | $13,914+150.0% | $13,402+159.5% |