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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 | $160,070-27.4% | $147,117-21.1% | $145,897-20.4% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.9pp | 80.3%-22.0pp |
| Annual return | 6.38% | 98.69%-92.3pp | 420.54%-414.2pp | 552.29%-545.9pp |
| Employer contribution / active EE | $430 | $5,285-91.9% | $4,932-91.3% | $4,663-90.8% |
| Participant deferral / active EE | $5,045 | $8,419-40.1% | $8,065-37.4% | $6,689-24.6% |
| Admin fee / account holder | $54,035 | $15,035+259.4% | $12,993+315.9% | $13,390+303.5% |