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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 | $88,710-0.7% | $81,783+7.7% | $145,959-39.7% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 7.55% | 1027.26%-1019.7pp | 775.05%-767.5pp | 561.95%-554.4pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,019 | $4,645-56.5% | $4,320-53.3% | $6,689-69.8% |
| Admin fee / account holder | $1,492 | $8,407-82.3% | $7,380-79.8% | $13,398-88.9% |