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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 | $123,772 | $183,516-32.6% | $155,534-20.4% | $145,884-15.2% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 6.67% | 61.43%-54.8pp | 64.92%-58.2pp | 551.85%-545.2pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,434 | $6,467-62.4% | $5,630-56.8% | $6,690-63.6% |
| Admin fee / account holder | $8,375 | $19,293-56.6% | $15,900-47.3% | $13,392-37.5% |