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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 | $111,875 | $114,013-1.9% | $103,693+7.9% | $155,188-27.9% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 80.8%-30.8pp |
| Annual return | 7.33% | 49.31%-42.0pp | 47.61%-40.3pp | 148.84%-141.5pp |
| Employer contribution / active EE | $132 | $3,131-95.8% | $2,920-95.5% | $4,248-96.9% |
| Participant deferral / active EE | $1,645 | $4,970-66.9% | $4,579-64.1% | $6,531-74.8% |
| Admin fee / account holder | $81,679 | $8,407+871.6% | $7,858+939.4% | $14,480+464.1% |