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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 | $123,214 | $105,198+17.1% | $159,455-22.7% | $85,856+43.5% |
| Participation rate | 59.8% | 75.8%-16.0pp | 82.8%-23.1pp | 69.3%-9.6pp |
| Annual return | 11.69% | 45.08%-33.4pp | 263.63%-251.9pp | 318.58%-306.9pp |
| Employer contribution / active EE | $520 | $3,319-84.3% | $4,830-89.2% | $2,565-79.7% |
| Participant deferral / active EE | $4,387 | $5,946-26.2% | $7,353-40.3% | $3,952+11.0% |
| Admin fee / account holder | $17,791 | $6,934+156.6% | $10,800+64.7% | $6,261+184.2% |