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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 | $93,764 | $180,749-48.1% | $160,784-41.7% | $137,256-31.7% |
| Participation rate | 65.2% | 80.0%-14.8pp | 77.0%-11.7pp | 80.0%-14.7pp |
| Annual return | 10.16% | 2234.46%-2224.3pp | 1803.92%-1793.8pp | 220.34%-210.2pp |
| Employer contribution / active EE | $350 | $4,155-91.6% | $3,733-90.6% | $4,156-91.6% |
| Participant deferral / active EE | $2,750 | $6,844-59.8% | $6,293-56.3% | $6,407-57.1% |
| Admin fee / account holder | $23,351 | $10,397+124.6% | $9,717+140.3% | $12,270+90.3% |