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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 | $105,557 | $99,994+5.6% | $146,643-28.0% | $85,847+23.0% |
| Participation rate | 66.0% | 73.1%-7.1pp | 80.1%-14.1pp | 69.3%-3.3pp |
| Annual return | 8.35% | 18.93%-10.6pp | 22.75%-14.4pp | 318.61%-310.3pp |
| Employer contribution / active EE | $505 | $2,559-80.3% | $4,137-87.8% | $2,565-80.3% |
| Participant deferral / active EE | $4,630 | $4,006+15.6% | $5,506-15.9% | $3,952+17.2% |
| Admin fee / account holder | $737 | $7,703-90.4% | $10,280-92.8% | $6,261-88.2% |