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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 | $153,934 | $160,040-3.8% | $147,096+4.6% | $145,877+5.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 8.74% | 98.49%-89.8pp | 419.75%-411.0pp | 551.28%-542.5pp |
| Employer contribution / active EE | $367 | $5,289-93.1% | $4,936-92.6% | $4,663-92.1% |
| Participant deferral / active EE | $5,305 | $8,429-37.1% | $8,071-34.3% | $6,691-20.7% |
| Admin fee / account holder | $72,033 | $15,050+378.6% | $13,005+453.9% | $13,402+437.5% |