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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 | $94,367 | $183,592-48.6% | $155,567-39.3% | $145,959-35.3% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.1pp | 80.3%-23.1pp |
| Annual return | 7.65% | 61.24%-53.6pp | 64.74%-57.1pp | 561.95%-554.3pp |
| Employer contribution / active EE | $501 | $5,315-90.6% | $4,674-89.3% | $4,661-89.2% |
| Participant deferral / active EE | $7,405 | $6,464+14.5% | $5,628+31.6% | $6,689+10.7% |
| Admin fee / account holder | $43,421 | $19,318+124.8% | $15,916+172.8% | $13,398+224.1% |