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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 | $174,454 | $208,088-16.2% | $186,193-6.3% | $154,746+12.7% |
| Participation rate | 69.6% | 80.0%-10.4pp | 77.1%-7.5pp | 80.7%-11.1pp |
| Annual return | 6.55% | 89.97%-83.4pp | 78.03%-71.5pp | 172.34%-165.8pp |
| Employer contribution / active EE | $440 | $4,340-89.9% | $3,918-88.8% | $4,379-89.9% |
| Participant deferral / active EE | $2,038 | $7,078-71.2% | $6,513-68.7% | $6,730-69.7% |
| Admin fee / account holder | $4,153 | $11,698-64.5% | $11,058-62.4% | $14,365-71.1% |