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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 | $160,040-27.4% | $147,096-21.1% | $145,877-20.4% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-22.0pp |
| Annual return | 6.38% | 98.49%-92.1pp | 419.75%-413.4pp | 551.28%-544.9pp |
| Employer contribution / active EE | $430 | $5,289-91.9% | $4,936-91.3% | $4,663-90.8% |
| Participant deferral / active EE | $5,045 | $8,429-40.2% | $8,071-37.5% | $6,691-24.6% |
| Admin fee / account holder | $54,035 | $15,050+259.0% | $13,005+315.5% | $13,402+303.2% |