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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 | $121,695 | $108,897+11.8% | $100,378+21.2% | $145,877-16.6% |
| Participation rate | 62.5% | 83.0%-20.5pp | 81.5%-19.0pp | 80.3%-17.8pp |
| Annual return | 8.31% | 58.17%-49.9pp | 49.41%-41.1pp | 551.28%-543.0pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,330 | $8,455-60.6% | $8,087-58.8% | $6,691-50.2% |
| Admin fee / account holder | $14,386 | $9,690+48.5% | $7,899+82.1% | $13,402+7.3% |