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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 | $122,840 | $106,008+15.9% | $92,240+33.2% | $147,586-16.8% |
| Participation rate | 62.5% | 80.4%-17.9pp | 76.5%-14.0pp | 82.8%-20.3pp |
| Annual return | 9.63% | 50.05%-40.4pp | 176.29%-166.7pp | 578.59%-569.0pp |
| Employer contribution / active EE | $285 | $4,333-93.4% | $3,680-92.3% | $4,876-94.2% |
| Participant deferral / active EE | $2,018 | $4,478-54.9% | $3,897-48.2% | $5,439-62.9% |
| Admin fee / account holder | $387 | $6,333-93.9% | $5,194-92.6% | $10,886-96.4% |