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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 | $110,561 | $166,131-33.4% | $164,975-33.0% | $145,877-24.2% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 8.05% | 100.37%-92.3pp | 70.12%-62.1pp | 551.28%-543.2pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13,130 | $6,962+88.6% | $6,033+117.6% | $6,691+96.3% |
| Admin fee / account holder | $10,236 | $16,648-38.5% | $12,688-19.3% | $13,402-23.6% |