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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 | $112,675 | $102,696+9.7% | $86,235+30.7% | $139,487-19.2% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 4.48% | 1925.91%-1921.4pp | 1170.03%-1165.5pp | 373.84%-369.4pp |
| Employer contribution / active EE | $260 | $3,034-91.4% | $2,381-89.1% | $4,755-94.5% |
| Participant deferral / active EE | $2,500 | $4,679-46.6% | $3,987-37.3% | $6,713-62.8% |
| Admin fee / account holder | $7,513 | $8,667-13.3% | $6,856+9.6% | $11,407-34.1% |