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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 | $136,947 | $118,869+15.2% | $96,575+41.8% | $167,518-18.2% |
| Participation rate | 8.7% | 75.5%-66.8pp | 69.8%-61.1pp | 82.1%-73.4pp |
| Annual return | 5.61% | 50.49%-44.9pp | 37.79%-32.2pp | 478.71%-473.1pp |
| Employer contribution / active EE | $209 | $3,120-93.3% | $2,357-91.1% | $4,838-95.7% |
| Participant deferral / active EE | $1,196 | $4,616-74.1% | $3,849-68.9% | $6,342-81.1% |
| Admin fee / account holder | $10,550 | $8,067+30.8% | $6,182+70.7% | $12,312-14.3% |