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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 | $129,560 | $106,247+21.9% | $96,515+34.2% | $139,466-7.1% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 6.38% | 38.47%-32.1pp | 35.73%-29.3pp | 373.66%-367.3pp |
| Employer contribution / active EE | $794 | $4,106-80.7% | $3,740-78.8% | $4,754-83.3% |
| Participant deferral / active EE | $1,930 | $5,456-64.6% | $4,880-60.4% | $6,712-71.2% |
| Admin fee / account holder | $2,435 | $7,885-69.1% | $6,735-63.9% | $11,409-78.7% |