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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 | $123,855 | $148,582-16.6% | $135,942-8.9% | $139,456-11.2% |
| Participation rate | 68.2% | 83.9%-15.7pp | 81.9%-13.7pp | 80.3%-12.1pp |
| Annual return | 10.56% | 79.26%-68.7pp | 68.28%-57.7pp | 373.45%-362.9pp |
| Employer contribution / active EE | $803 | $5,245-84.7% | $4,858-83.5% | $4,753-83.1% |
| Participant deferral / active EE | $3,372 | $8,101-58.4% | $7,759-56.5% | $6,711-49.8% |
| Admin fee / account holder | $29,783 | $12,402+140.1% | $10,764+176.7% | $11,407+161.1% |