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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 | $99,147 | $160,028-38.0% | $147,080-32.6% | $145,884-32.0% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 9.28% | 98.60%-89.3pp | 420.17%-410.9pp | 551.85%-542.6pp |
| Employer contribution / active EE | $835 | $5,286-84.2% | $4,933-83.1% | $4,662-82.1% |
| Participant deferral / active EE | $2,869 | $8,422-65.9% | $8,066-64.4% | $6,690-57.1% |
| Admin fee / account holder | $762 | $15,030-94.9% | $12,989-94.1% | $13,392-94.3% |