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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 | $120,588 | $211,239-42.9% | $178,528-32.5% | $145,877-17.3% |
| Participation rate | 57.1% | 80.8%-23.7pp | 77.1%-20.0pp | 80.3%-23.2pp |
| Annual return | 5.91% | 30.22%-24.3pp | 27.11%-21.2pp | 551.28%-545.4pp |
| Employer contribution / active EE | $299 | $4,570-93.5% | $3,950-92.4% | $4,663-93.6% |
| Participant deferral / active EE | $1,602 | $6,963-77.0% | $6,278-74.5% | $6,691-76.0% |
| Admin fee / account holder | $24,263 | $12,095+100.6% | $10,419+132.9% | $13,402+81.0% |