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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 | $77,788 | $154,228-49.6% | $145,433-46.5% | $137,256-43.3% |
| Participation rate | 36.8% | 83.8%-46.9pp | 82.1%-45.3pp | 80.0%-43.1pp |
| Annual return | 5.01% | 74.59%-69.6pp | 66.58%-61.6pp | 220.34%-215.3pp |
| Employer contribution / active EE | $847 | $4,804-82.4% | $4,554-81.4% | $4,156-79.6% |
| Participant deferral / active EE | $4,553 | $8,216-44.6% | $7,897-42.3% | $6,407-28.9% |
| Admin fee / account holder | $107,431 | $14,344+649.0% | $13,129+718.3% | $12,270+775.5% |