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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 | $137,071 | $117,895+16.3% | $102,460+33.8% | $145,897-6.0% |
| Participation rate | 44.4% | 78.6%-34.2pp | 76.5%-32.1pp | 80.3%-35.9pp |
| Annual return | 8.23% | 31.92%-23.7pp | 29.47%-21.2pp | 552.29%-544.1pp |
| Employer contribution / active EE | $665 | $3,619-81.6% | $3,025-78.0% | $4,663-85.7% |
| Participant deferral / active EE | $2,659 | $5,736-53.7% | $5,056-47.4% | $6,689-60.3% |
| Admin fee / account holder | $73,105 | $13,353+447.5% | $9,460+672.8% | $13,390+445.9% |