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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 | $80,785 | $99,994-19.2% | $146,643-44.9% | $85,847-5.9% |
| Participation rate | 67.9% | 73.1%-5.2pp | 80.1%-12.2pp | 69.3%-1.5pp |
| Annual return | 11.20% | 18.93%-7.7pp | 22.75%-11.5pp | 318.61%-307.4pp |
| Employer contribution / active EE | $468 | $2,559-81.7% | $4,137-88.7% | $2,565-81.8% |
| Participant deferral / active EE | $2,159 | $4,006-46.1% | $5,506-60.8% | $3,952-45.4% |
| Admin fee / account holder | $91,488 | $7,703+1087.7% | $10,280+789.9% | $6,261+1361.3% |