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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 | $147,828 | $202,460-27.0% | $169,385-12.7% | $139,456+6.0% |
| Participation rate | 40.0% | 81.1%-41.1pp | 77.2%-37.2pp | 80.3%-40.3pp |
| Annual return | 4.66% | 532.07%-527.4pp | 405.82%-401.2pp | 373.45%-368.8pp |
| Employer contribution / active EE | $397 | $4,691-91.5% | $4,012-90.1% | $4,753-91.6% |
| Participant deferral / active EE | $3,209 | $6,938-53.8% | $6,221-48.4% | $6,711-52.2% |
| Admin fee / account holder | $1,024 | $10,719-90.5% | $9,011-88.6% | $11,407-91.0% |