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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 | $92,582 | $150,412-38.4% | $120,574-23.2% | $145,884-36.5% |
| Participation rate | 45.5% | 78.8%-33.3pp | 71.9%-26.5pp | 80.3%-34.8pp |
| Annual return | 6.03% | 154.50%-148.5pp | 107.42%-101.4pp | 551.85%-545.8pp |
| Employer contribution / active EE | $224 | $4,355-94.9% | $3,471-93.6% | $4,662-95.2% |
| Participant deferral / active EE | $7,565 | $6,175+22.5% | $4,996+51.4% | $6,690+13.1% |
| Admin fee / account holder | $157,979 | $12,224+1192.4% | $9,445+1572.6% | $13,392+1079.7% |