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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 | $138,675 | $183,988-24.6% | $162,177-14.5% | $152,897-9.3% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.5%-32.5pp |
| Annual return | 8.76% | 150.79%-142.0pp | 115.60%-106.8pp | 345.43%-336.7pp |
| Employer contribution / active EE | $1,183 | $6,370-81.4% | $5,613-78.9% | $4,764-75.2% |
| Participant deferral / active EE | $5,270 | $8,032-34.4% | $7,297-27.8% | $5,851-9.9% |
| Admin fee / account holder | $13,663 | $13,123+4.1% | $10,843+26.0% | $11,599+17.8% |