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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 | $96,848 | $183,988-47.4% | $162,177-40.3% | $152,897-36.7% |
| Participation rate | 58.3% | 88.5%-30.2pp | 87.6%-29.2pp | 82.5%-24.1pp |
| Annual return | 8.02% | 150.79%-142.8pp | 115.60%-107.6pp | 345.43%-337.4pp |
| Employer contribution / active EE | $1,145 | $6,370-82.0% | $5,613-79.6% | $4,764-76.0% |
| Participant deferral / active EE | $2,913 | $8,032-63.7% | $7,297-60.1% | $5,851-50.2% |
| Admin fee / account holder | $1,606 | $13,123-87.8% | $10,843-85.2% | $11,599-86.2% |