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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 | $119,473 | $135,956-12.1% | $123,894-3.6% | $273,972-56.4% |
| Participation rate | 20.0% | 84.1%-64.1pp | 81.4%-61.4pp | 83.0%-63.0pp |
| Annual return | 3.19% | 56.63%-53.4pp | 47.52%-44.3pp | 41.46%-38.3pp |
| Employer contribution / active EE | $424 | $5,170-91.8% | $4,617-90.8% | $4,869-91.3% |
| Participant deferral / active EE | $2,763 | $6,343-56.4% | $5,984-53.8% | $5,287-47.7% |
| Admin fee / account holder | $25,086 | $9,817+155.5% | $8,357+200.2% | $10,133+147.6% |