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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 | $104,174 | $81,208+28.3% | $98,920+5.3% | $79,856+30.5% |
| Participation rate | 66.7% | 72.5%-5.8pp | 76.0%-9.4pp | 69.6%-3.0pp |
| Annual return | 5.29% | 60.99%-55.7pp | 196.47%-191.2pp | 31.71%-26.4pp |
| Employer contribution / active EE | $384 | $1,960-80.4% | $2,689-85.7% | $2,471-84.5% |
| Participant deferral / active EE | $3,584 | $3,265+9.8% | $4,245-15.6% | $3,741-4.2% |
| Admin fee / account holder | $29,291 | $6,013+387.1% | $6,643+340.9% | $5,306+452.0% |