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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 | $119,419 | $211,239-43.5% | $178,528-33.1% | $145,877-18.1% |
| Participation rate | 42.9% | 80.8%-37.9pp | 77.1%-34.2pp | 80.3%-37.4pp |
| Annual return | 4.12% | 30.22%-26.1pp | 27.11%-23.0pp | 551.28%-547.2pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,026 | $6,963+58.4% | $6,278+75.6% | $6,691+64.8% |
| Admin fee / account holder | $341 | $12,095-97.2% | $10,419-96.7% | $13,402-97.5% |