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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 | $87,564 | $88,815-1.4% | $81,882+6.9% | $145,897-40.0% |
| Participation rate | 53.8% | 75.1%-21.2pp | 72.4%-18.5pp | 80.3%-26.5pp |
| Annual return | 8.80% | 1033.75%-1024.9pp | 779.47%-770.7pp | 552.29%-543.5pp |
| Employer contribution / active EE | $303 | $3,086-90.2% | $2,916-89.6% | $4,663-93.5% |
| Participant deferral / active EE | $3,028 | $4,647-34.8% | $4,323-30.0% | $6,689-54.7% |
| Admin fee / account holder | $13,956 | $8,434+65.5% | $7,360+89.6% | $13,390+4.2% |