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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 | $92,548 | $70,366+31.5% | $66,674+38.8% | $138,895-33.4% |
| Participation rate | 12.5% | 76.2%-63.7pp | 73.7%-61.2pp | 79.9%-67.4pp |
| Annual return | 3.22% | 386.41%-383.2pp | 321.24%-318.0pp | 145.39%-142.2pp |
| Employer contribution / active EE | $201 | $2,765-92.7% | $2,620-92.3% | $4,194-95.2% |
| Participant deferral / active EE | $1,754 | $4,374-59.9% | $4,084-57.0% | $6,396-72.6% |
| Admin fee / account holder | $996 | $5,262-81.1% | $5,098-80.5% | $12,562-92.1% |