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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 | $120,049 | $209,336-42.7% | $197,124-39.1% | $137,256-12.5% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 9.24% | 48.09%-38.8pp | 44.34%-35.1pp | 220.34%-211.1pp |
| Employer contribution / active EE | $1,305 | $6,591-80.2% | $6,227-79.0% | $4,156-68.6% |
| Participant deferral / active EE | $17,377 | $9,614+80.7% | $9,135+90.2% | $6,407+171.2% |
| Admin fee / account holder | $928 | $17,308-94.6% | $16,298-94.3% | $12,270-92.4% |