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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 | $88,075 | $88,778-0.8% | $81,844+7.6% | $145,884-39.6% |
| Participation rate | 62.5% | 75.1%-12.6pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 7.55% | 1033.03%-1025.5pp | 778.87%-771.3pp | 551.85%-544.3pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,019 | $4,648-56.6% | $4,323-53.3% | $6,690-69.8% |
| Admin fee / account holder | $1,492 | $8,430-82.3% | $7,355-79.7% | $13,392-88.9% |