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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 | $115,320 | $209,336-44.9% | $197,124-41.5% | $137,256-16.0% |
| Participation rate | 60.0% | 87.3%-27.3pp | 86.7%-26.7pp | 80.0%-20.0pp |
| Annual return | 10.90% | 48.09%-37.2pp | 44.34%-33.4pp | 220.34%-209.4pp |
| Employer contribution / active EE | $428 | $6,591-93.5% | $6,227-93.1% | $4,156-89.7% |
| Participant deferral / active EE | $5,422 | $9,614-43.6% | $9,135-40.6% | $6,407-15.4% |
| Admin fee / account holder | $40,196 | $17,308+132.2% | $16,298+146.6% | $12,270+227.6% |