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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 | $126,790 | $166,131-23.7% | $164,975-23.1% | $145,877-13.1% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 4.14% | 100.37%-96.2pp | 70.12%-66.0pp | 551.28%-547.1pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $15,801 | $6,962+127.0% | $6,033+161.9% | $6,691+136.2% |
| Admin fee / account holder | $78,329 | $16,648+370.5% | $12,688+517.3% | $13,402+484.5% |