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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 | $125,859 | $72,071+74.6% | $68,368+84.1% | $137,256-8.3% |
| Participation rate | 47.8% | 76.2%-28.4pp | 73.8%-25.9pp | 80.0%-32.1pp |
| Annual return | 10.63% | 353.14%-342.5pp | 292.57%-281.9pp | 220.34%-209.7pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,694 | $4,410-61.6% | $4,123-58.9% | $6,407-73.6% |
| Admin fee / account holder | $7,925 | $5,336+48.5% | $5,150+53.9% | $12,270-35.4% |