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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 | $139,816 | $125,190+11.7% | $105,624+32.4% | $145,897-4.2% |
| Participation rate | 29.2% | 77.6%-48.5pp | 75.3%-46.1pp | 80.3%-51.1pp |
| Annual return | 8.03% | 225.22%-217.2pp | 116.20%-108.2pp | 552.29%-544.3pp |
| Employer contribution / active EE | $665 | $3,720-82.1% | $3,168-79.0% | $4,663-85.7% |
| Participant deferral / active EE | $2,526 | $5,716-55.8% | $5,013-49.6% | $6,689-62.2% |
| Admin fee / account holder | $5,775 | $17,138-66.3% | $10,961-47.3% | $13,390-56.9% |