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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 | $141,163 | $110,337+27.9% | $102,383+37.9% | $145,877-3.2% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 9.02% | 24.83%-15.8pp | 24.94%-15.9pp | 551.28%-542.3pp |
| Employer contribution / active EE | $833 | $4,216-80.2% | $3,870-78.5% | $4,663-82.1% |
| Participant deferral / active EE | $4,477 | $5,621-20.3% | $5,060-11.5% | $6,691-33.1% |
| Admin fee / account holder | $1,400 | $9,750-85.6% | $8,391-83.3% | $13,402-89.6% |