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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 | $159,032 | $135,956+17.0% | $123,894+28.4% | $273,972-42.0% |
| Participation rate | 42.9% | 84.1%-41.2pp | 81.4%-38.6pp | 83.0%-40.2pp |
| Annual return | -0.35% | 56.63%-57.0pp | 47.52%-47.9pp | 41.46%-41.8pp |
| Employer contribution / active EE | $543 | $5,170-89.5% | $4,617-88.2% | $4,869-88.9% |
| Participant deferral / active EE | $5,143 | $6,343-18.9% | $5,984-14.1% | $5,287-2.7% |
| Admin fee / account holder | $914 | $9,817-90.7% | $8,357-89.1% | $10,133-91.0% |