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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 | $132,382 | $152,592-13.2% | $125,180+5.8% | $152,885-13.4% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.5%-15.8pp |
| Annual return | 4.61% | 54.84%-50.2pp | 43.79%-39.2pp | 345.39%-340.8pp |
| Employer contribution / active EE | $328 | $4,947-93.4% | $3,866-91.5% | $4,763-93.1% |
| Participant deferral / active EE | $5,386 | $5,868-8.2% | $4,937+9.1% | $5,851-7.9% |
| Admin fee / account holder | $60,981 | $13,435+353.9% | $9,703+528.5% | $11,598+425.8% |