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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 | $155,846 | $160,070-2.6% | $147,117+5.9% | $145,897+6.8% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.9pp | 80.3%-47.0pp |
| Annual return | 9.43% | 98.69%-89.3pp | 420.54%-411.1pp | 552.29%-542.9pp |
| Employer contribution / active EE | $261 | $5,285-95.1% | $4,932-94.7% | $4,663-94.4% |
| Participant deferral / active EE | $3,389 | $8,419-59.7% | $8,065-58.0% | $6,689-49.3% |
| Admin fee / account holder | $1,587 | $15,035-89.4% | $12,993-87.8% | $13,390-88.1% |