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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 | $193,826 | $143,969+34.6% | $199,883-3.0% | $82,637+134.6% |
| Participation rate | 67.6% | 84.1%-16.5pp | 86.8%-19.1pp | 68.1%-0.4pp |
| Annual return | 10.36% | 25.67%-15.3pp | 43.81%-33.4pp | 53.51%-43.1pp |
| Employer contribution / active EE | $1,052 | $4,632-77.3% | $6,261-83.2% | $2,552-58.8% |
| Participant deferral / active EE | $4,338 | $6,937-37.5% | $9,138-52.5% | $4,126+5.1% |
| Admin fee / account holder | $21,842 | $14,597+49.6% | $17,268+26.5% | $7,339+197.6% |