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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 | $126,672 | $166,268-23.8% | $165,100-23.3% | $145,897-13.2% |
| Participation rate | 47.4% | 82.0%-34.7pp | 78.6%-31.3pp | 80.3%-32.9pp |
| Annual return | 7.19% | 100.52%-93.3pp | 70.21%-63.0pp | 552.29%-545.1pp |
| Employer contribution / active EE | $801 | $5,284-84.8% | $4,348-81.6% | $4,663-82.8% |
| Participant deferral / active EE | $2,665 | $6,964-61.7% | $6,035-55.8% | $6,689-60.2% |
| Admin fee / account holder | $9,291 | $16,659-44.2% | $12,696-26.8% | $13,390-30.6% |