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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 | $104,386 | $175,259-40.4% | $149,723-30.3% | $139,487-25.2% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 7.68% | 166.82%-159.1pp | 134.50%-126.8pp | 373.84%-366.2pp |
| Employer contribution / active EE | $728 | $5,478-86.7% | $4,821-84.9% | $4,755-84.7% |
| Participant deferral / active EE | $4,732 | $6,522-27.4% | $5,682-16.7% | $6,713-29.5% |
| Admin fee / account holder | $3,054 | $16,158-81.1% | $13,215-76.9% | $11,407-73.2% |