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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 | $137,410 | $183,516-25.1% | $155,534-11.7% | $145,884-5.8% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 3.96% | 61.43%-57.5pp | 64.92%-61.0pp | 551.85%-547.9pp |
| Employer contribution / active EE | $806 | $5,315-84.8% | $4,675-82.7% | $4,662-82.7% |
| Participant deferral / active EE | $4,692 | $6,467-27.5% | $5,630-16.7% | $6,690-29.9% |
| Admin fee / account holder | $3,627 | $19,293-81.2% | $15,900-77.2% | $13,392-72.9% |