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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 | $94,568 | $185,312-49.0% | $161,489-41.4% | $154,746-38.9% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 2.10% | 103.84%-101.7pp | 89.72%-87.6pp | 172.34%-170.2pp |
| Employer contribution / active EE | $944 | $4,769-80.2% | $4,268-77.9% | $4,379-78.4% |
| Participant deferral / active EE | $6,468 | $6,350+1.9% | $5,630+14.9% | $6,730-3.9% |
| Admin fee / account holder | $106,464 | $18,654+470.7% | $16,006+565.2% | $14,365+641.1% |