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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 | $104,920 | $152,592-31.2% | $125,180-16.2% | $152,885-31.4% |
| Participation rate | 53.8% | 83.3%-29.5pp | 79.8%-25.9pp | 82.5%-28.6pp |
| Annual return | 5.47% | 54.84%-49.4pp | 43.79%-38.3pp | 345.39%-339.9pp |
| Employer contribution / active EE | $767 | $4,947-84.5% | $3,866-80.2% | $4,763-83.9% |
| Participant deferral / active EE | $2,903 | $5,868-50.5% | $4,937-41.2% | $5,851-50.4% |
| Admin fee / account holder | $11,434 | $13,435-14.9% | $9,703+17.8% | $11,598-1.4% |