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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 | $156,214 | $157,296-0.7% | $141,191+10.6% | $152,897+2.2% |
| Participation rate | 30.8% | 84.8%-54.1pp | 82.5%-51.7pp | 82.5%-51.7pp |
| Annual return | 3.88% | 64.34%-60.5pp | 71.41%-67.5pp | 345.43%-341.5pp |
| Employer contribution / active EE | $938 | $5,262-82.2% | $4,736-80.2% | $4,764-80.3% |
| Participant deferral / active EE | $3,265 | $7,111-54.1% | $6,710-51.3% | $5,851-44.2% |
| Admin fee / account holder | $7,462 | $12,125-38.5% | $10,264-27.3% | $11,599-35.7% |