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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 | $122,504 | $134,817-9.1% | $123,973-1.2% | $155,188-21.1% |
| Participation rate | 37.5% | 79.4%-41.9pp | 76.7%-39.2pp | 80.8%-43.3pp |
| Annual return | 2.69% | 515.49%-512.8pp | 388.13%-385.4pp | 148.84%-146.1pp |
| Employer contribution / active EE | $347 | $4,425-92.2% | $4,126-91.6% | $4,248-91.8% |
| Participant deferral / active EE | $4,520 | $5,706-20.8% | $5,247-13.8% | $6,531-30.8% |
| Admin fee / account holder | $5,590 | $13,245-57.8% | $11,799-52.6% | $14,480-61.4% |