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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 | $156,464 | $162,812-3.9% | $133,971+16.8% | $158,966-1.6% |
| Participation rate | 59.1% | 83.2%-24.1pp | 79.8%-20.7pp | 82.0%-22.9pp |
| Annual return | 2.35% | 41.94%-39.6pp | 45.09%-42.7pp | 302.95%-300.6pp |
| Employer contribution / active EE | $801 | $4,976-83.9% | $3,919-79.6% | $4,762-83.2% |
| Participant deferral / active EE | $5,212 | $5,910-11.8% | $5,047+3.3% | $5,983-12.9% |
| Admin fee / account holder | $8,262 | $11,741-29.6% | $8,929-7.5% | $11,250-26.6% |