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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 | $116,131 | $159,934-27.4% | $147,005-21.0% | $145,959-20.4% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-22.0pp |
| Annual return | 6.38% | 98.24%-91.9pp | 418.76%-412.4pp | 561.95%-555.6pp |
| Employer contribution / active EE | $430 | $5,287-91.9% | $4,934-91.3% | $4,661-90.8% |
| Participant deferral / active EE | $5,045 | $8,427-40.1% | $8,070-37.5% | $6,689-24.6% |
| Admin fee / account holder | $54,035 | $15,053+259.0% | $13,006+315.5% | $13,398+303.3% |