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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 | $76,304 | $102,422-25.5% | $147,117-48.1% | $80,959-5.7% |
| Participation rate | 61.1% | 75.9%-14.8pp | 82.2%-21.1pp | 67.7%-6.6pp |
| Annual return | 11.35% | 135.16%-123.8pp | 420.54%-409.2pp | 35.67%-24.3pp |
| Employer contribution / active EE | $328 | $3,717-91.2% | $4,932-93.4% | $2,757-88.1% |
| Participant deferral / active EE | $5,110 | $6,652-23.2% | $8,065-36.6% | $4,300+18.8% |
| Admin fee / account holder | $10,154 | $7,953+27.7% | $12,993-21.9% | $6,925+46.6% |