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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 | $98,884 | $70,366+40.5% | $66,674+48.3% | $138,895-28.8% |
| Participation rate | 52.2% | 76.2%-24.0pp | 73.7%-21.5pp | 79.9%-27.7pp |
| Annual return | 11.44% | 386.41%-375.0pp | 321.24%-309.8pp | 145.39%-134.0pp |
| Employer contribution / active EE | $360 | $2,765-87.0% | $2,620-86.3% | $4,194-91.4% |
| Participant deferral / active EE | $2,696 | $4,374-38.4% | $4,084-34.0% | $6,396-57.9% |
| Admin fee / account holder | $979 | $5,262-81.4% | $5,098-80.8% | $12,562-92.2% |