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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 | $95,745 | $148,629-35.6% | $135,982-29.6% | $139,487-31.4% |
| Participation rate | 42.9% | 83.9%-41.0pp | 81.9%-39.1pp | 80.3%-37.5pp |
| Annual return | 6.73% | 79.33%-72.6pp | 68.32%-61.6pp | 373.84%-367.1pp |
| Employer contribution / active EE | $886 | $5,247-83.1% | $4,859-81.8% | $4,755-81.4% |
| Participant deferral / active EE | $3,259 | $8,102-59.8% | $7,760-58.0% | $6,713-51.4% |
| Admin fee / account holder | $12,118 | $12,406-2.3% | $10,767+12.5% | $11,407+6.2% |