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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 | $71,723 | $148,623-51.7% | $135,974-47.3% | $139,466-48.6% |
| Participation rate | 68.4% | 83.9%-15.4pp | 81.9%-13.5pp | 80.3%-11.9pp |
| Annual return | 11.72% | 79.30%-67.6pp | 68.30%-56.6pp | 373.66%-361.9pp |
| Employer contribution / active EE | $376 | $5,246-92.8% | $4,859-92.3% | $4,754-92.1% |
| Participant deferral / active EE | $3,431 | $8,103-57.7% | $7,760-55.8% | $6,712-48.9% |
| Admin fee / account holder | $2,310 | $12,406-81.4% | $10,767-78.5% | $11,409-79.8% |