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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 | $101,283 | $172,111-41.2% | $150,298-32.6% | $137,256-26.2% |
| Participation rate | 30.0% | 81.7%-51.7pp | 77.8%-47.8pp | 80.0%-50.0pp |
| Annual return | 10.67% | 69.37%-58.7pp | 62.79%-52.1pp | 220.34%-209.7pp |
| Employer contribution / active EE | $672 | $4,636-85.5% | $4,154-83.8% | $4,156-83.8% |
| Participant deferral / active EE | $2,163 | $6,166-64.9% | $5,453-60.3% | $6,407-66.2% |
| Admin fee / account holder | $83,031 | $16,471+404.1% | $14,116+488.2% | $12,270+576.7% |