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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 | $94,594 | $111,785-15.4% | $93,669+1.0% | $145,877-35.2% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.2pp |
| Annual return | 7.76% | 203.79%-196.0pp | 133.59%-125.8pp | 551.28%-543.5pp |
| Employer contribution / active EE | $298 | $3,096-90.4% | $2,424-87.7% | $4,663-93.6% |
| Participant deferral / active EE | $2,458 | $4,919-50.0% | $4,416-44.3% | $6,691-63.3% |
| Admin fee / account holder | $106,491 | $10,256+938.4% | $8,291+1184.4% | $13,402+694.6% |