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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 | $111,489 | $109,967+1.4% | $97,197+14.7% | $145,877-23.6% |
| Participation rate | 20.0% | 76.0%-56.0pp | 72.7%-52.7pp | 80.3%-60.3pp |
| Annual return | 7.40% | 244.27%-236.9pp | 75.47%-68.1pp | 551.28%-543.9pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,500 | $4,676-3.8% | $4,263+5.6% | $6,691-32.7% |
| Admin fee / account holder | $870 | $6,199-86.0% | $5,637-84.6% | $13,402-93.5% |