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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 | $122,014 | $111,787+9.1% | $93,681+30.2% | $145,978-16.4% |
| Participation rate | 56.5% | 74.2%-17.7pp | 68.7%-12.2pp | 80.3%-23.8pp |
| Annual return | 7.14% | 203.52%-196.4pp | 133.47%-126.3pp | 550.52%-543.4pp |
| Employer contribution / active EE | $435 | $3,093-85.9% | $2,422-82.1% | $4,662-90.7% |
| Participant deferral / active EE | $3,862 | $4,918-21.5% | $4,415-12.5% | $6,690-42.3% |
| Admin fee / account holder | $20,000 | $10,256+95.0% | $8,290+141.3% | $13,400+49.2% |