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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 | $88,196 | $111,535-20.9% | $105,223-16.2% | $137,256-35.7% |
| Participation rate | 43.8% | 78.1%-34.3pp | 75.0%-31.3pp | 80.0%-36.2pp |
| Annual return | 7.18% | 237.85%-230.7pp | 180.65%-173.5pp | 220.34%-213.2pp |
| Employer contribution / active EE | $520 | $3,939-86.8% | $3,689-85.9% | $4,156-87.5% |
| Participant deferral / active EE | $3,227 | $5,500-41.3% | $5,072-36.4% | $6,407-49.6% |
| Admin fee / account holder | $119,696 | $9,721+1131.3% | $8,859+1251.2% | $12,270+875.5% |