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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 | $136,785 | $172,111-20.5% | $150,298-9.0% | $137,256-0.3% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 3.83% | 69.37%-65.5pp | 62.79%-59.0pp | 220.34%-216.5pp |
| Employer contribution / active EE | $760 | $4,636-83.6% | $4,154-81.7% | $4,156-81.7% |
| Participant deferral / active EE | $6,367 | $6,166+3.3% | $5,453+16.8% | $6,407-0.6% |
| Admin fee / account holder | $1,889 | $16,471-88.5% | $14,116-86.6% | $12,270-84.6% |