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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 | $114,923 | $148,623-22.7% | $135,974-15.5% | $139,466-17.6% |
| Participation rate | 22.2% | 83.9%-61.6pp | 81.9%-59.7pp | 80.3%-58.1pp |
| Annual return | 11.68% | 79.30%-67.6pp | 68.30%-56.6pp | 373.66%-362.0pp |
| Employer contribution / active EE | $892 | $5,246-83.0% | $4,859-81.7% | $4,754-81.2% |
| Participant deferral / active EE | $3,601 | $8,103-55.6% | $7,760-53.6% | $6,712-46.4% |
| Admin fee / account holder | $27,335 | $12,406+120.3% | $10,767+153.9% | $11,409+139.6% |