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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 | $138,269 | $201,370-31.3% | $184,256-25.0% | $145,897-5.2% |
| Participation rate | 59.1% | 87.5%-28.4pp | 86.8%-27.7pp | 80.3%-21.2pp |
| Annual return | 5.56% | 29.05%-23.5pp | 28.85%-23.3pp | 552.29%-546.7pp |
| Employer contribution / active EE | $980 | $7,024-86.0% | $6,427-84.7% | $4,663-79.0% |
| Participant deferral / active EE | $4,116 | $9,808-58.0% | $9,133-54.9% | $6,689-38.5% |
| Admin fee / account holder | $44,500 | $16,364+171.9% | $13,899+220.2% | $13,390+232.3% |