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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 | $90,947 | $154,228-41.0% | $145,433-37.5% | $137,256-33.7% |
| Participation rate | 68.8% | 83.8%-15.0pp | 82.1%-13.4pp | 80.0%-11.2pp |
| Annual return | 12.13% | 74.59%-62.5pp | 66.58%-54.4pp | 220.34%-208.2pp |
| Employer contribution / active EE | $569 | $4,804-88.2% | $4,554-87.5% | $4,156-86.3% |
| Participant deferral / active EE | $6,222 | $8,216-24.3% | $7,897-21.2% | $6,407-2.9% |
| Admin fee / account holder | $37,839 | $14,344+163.8% | $13,129+188.2% | $12,270+208.4% |