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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 | $124,613 | $148,623-16.2% | $135,974-8.4% | $139,466-10.6% |
| Participation rate | 25.0% | 83.9%-58.9pp | 81.9%-56.9pp | 80.3%-55.3pp |
| Annual return | 8.54% | 79.30%-70.8pp | 68.30%-59.8pp | 373.66%-365.1pp |
| Employer contribution / active EE | $745 | $5,246-85.8% | $4,859-84.7% | $4,754-84.3% |
| Participant deferral / active EE | $3,575 | $8,103-55.9% | $7,760-53.9% | $6,712-46.7% |
| Admin fee / account holder | $1,109 | $12,406-91.1% | $10,767-89.7% | $11,409-90.3% |