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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 | $127,217 | $148,582-14.4% | $135,942-6.4% | $139,456-8.8% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 11.76% | 79.26%-67.5pp | 68.28%-56.5pp | 373.45%-361.7pp |
| Employer contribution / active EE | $720 | $5,245-86.3% | $4,858-85.2% | $4,753-84.9% |
| Participant deferral / active EE | $20,000 | $8,101+146.9% | $7,759+157.8% | $6,711+198.0% |
| Admin fee / account holder | $2,824 | $12,402-77.2% | $10,764-73.8% | $11,407-75.2% |