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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 | $127,758 | $148,623-14.0% | $135,974-6.0% | $139,466-8.4% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 8.31% | 79.30%-71.0pp | 68.30%-60.0pp | 373.66%-365.4pp |
| Employer contribution / active EE | $662 | $5,246-87.4% | $4,859-86.4% | $4,754-86.1% |
| Participant deferral / active EE | $4,464 | $8,103-44.9% | $7,760-42.5% | $6,712-33.5% |
| Admin fee / account holder | $42,770 | $12,406+244.8% | $10,767+297.3% | $11,409+274.9% |