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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 | $128,422 | $150,197-14.5% | $120,368+6.7% | $145,959-12.0% |
| Participation rate | 42.9% | 78.8%-35.9pp | 71.9%-29.0pp | 80.3%-37.4pp |
| Annual return | 6.18% | 154.26%-148.1pp | 107.26%-101.1pp | 561.95%-555.8pp |
| Employer contribution / active EE | $666 | $4,350-84.7% | $3,465-80.8% | $4,661-85.7% |
| Participant deferral / active EE | $1,996 | $6,174-67.7% | $4,991-60.0% | $6,689-70.2% |
| Admin fee / account holder | $9,324 | $12,216-23.7% | $9,429-1.1% | $13,398-30.4% |