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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 | $148,835 | $172,111-13.5% | $150,298-1.0% | $137,256+8.4% |
| Participation rate | 20.0% | 81.7%-61.7pp | 77.8%-57.8pp | 80.0%-60.0pp |
| Annual return | 10.70% | 69.37%-58.7pp | 62.79%-52.1pp | 220.34%-209.6pp |
| Employer contribution / active EE | $520 | $4,636-88.8% | $4,154-87.5% | $4,156-87.5% |
| Participant deferral / active EE | $6,110 | $6,166-0.9% | $5,453+12.1% | $6,407-4.6% |
| Admin fee / account holder | $1,178 | $16,471-92.8% | $14,116-91.7% | $12,270-90.4% |