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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 | $158,411 | $185,312-14.5% | $161,489-1.9% | $154,746+2.4% |
| Participation rate | 42.9% | 82.5%-39.6pp | 78.7%-35.8pp | 80.7%-37.8pp |
| Annual return | 9.54% | 103.84%-94.3pp | 89.72%-80.2pp | 172.34%-162.8pp |
| Employer contribution / active EE | $794 | $4,769-83.4% | $4,268-81.4% | $4,379-81.9% |
| Participant deferral / active EE | $4,719 | $6,350-25.7% | $5,630-16.2% | $6,730-29.9% |
| Admin fee / account holder | $1,651 | $18,654-91.1% | $16,006-89.7% | $14,365-88.5% |