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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 | $109,231 | $160,040-31.7% | $147,096-25.7% | $145,877-25.1% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 5.39% | 98.49%-93.1pp | 419.75%-414.4pp | 551.28%-545.9pp |
| Employer contribution / active EE | $389 | $5,289-92.6% | $4,936-92.1% | $4,663-91.6% |
| Participant deferral / active EE | $6,156 | $8,429-27.0% | $8,071-23.7% | $6,691-8.0% |
| Admin fee / account holder | $6,320 | $15,050-58.0% | $13,005-51.4% | $13,402-52.8% |