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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 | $97,677 | $115,225-15.2% | $100,712-3.0% | $138,895-29.7% |
| Participation rate | 42.9% | 74.3%-31.5pp | 69.3%-26.4pp | 79.9%-37.1pp |
| Annual return | 9.39% | 40.35%-31.0pp | 33.27%-23.9pp | 145.39%-136.0pp |
| Employer contribution / active EE | $178 | $2,771-93.6% | $2,313-92.3% | $4,194-95.8% |
| Participant deferral / active EE | $1,512 | $4,699-67.8% | $4,085-63.0% | $6,396-76.4% |
| Admin fee / account holder | $45,709 | $10,844+321.5% | $9,256+393.8% | $12,562+263.9% |