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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 | $105,936 | $166,131-36.2% | $164,975-35.8% | $145,877-27.4% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.6%-53.6pp | 80.3%-55.3pp |
| Annual return | 4.15% | 100.37%-96.2pp | 70.12%-66.0pp | 551.28%-547.1pp |
| Employer contribution / active EE | $1,040 | $5,276-80.3% | $4,343-76.1% | $4,663-77.7% |
| Participant deferral / active EE | $7,625 | $6,962+9.5% | $6,033+26.4% | $6,691+14.0% |
| Admin fee / account holder | $324 | $16,648-98.1% | $12,688-97.5% | $13,402-97.6% |