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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 | $95,228 | $124,346-23.4% | $111,306-14.4% | $167,553-43.2% |
| Participation rate | 66.7% | 79.6%-13.0pp | 77.3%-10.7pp | 82.1%-15.4pp |
| Annual return | 4.03% | 37.46%-33.4pp | 54.67%-50.6pp | 478.89%-474.9pp |
| Employer contribution / active EE | $439 | $3,438-87.2% | $2,732-83.9% | $4,840-90.9% |
| Participant deferral / active EE | $1,758 | $5,182-66.1% | $4,488-60.8% | $6,343-72.3% |
| Admin fee / account holder | $3,579 | $10,623-66.3% | $7,966-55.1% | $12,316-70.9% |