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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 | $83,212 | $111,535-25.4% | $105,223-20.9% | $137,256-39.4% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 11.53% | 237.85%-226.3pp | 180.65%-169.1pp | 220.34%-208.8pp |
| Employer contribution / active EE | $716 | $3,939-81.8% | $3,689-80.6% | $4,156-82.8% |
| Participant deferral / active EE | $1,632 | $5,500-70.3% | $5,072-67.8% | $6,407-74.5% |
| Admin fee / account holder | $36,268 | $9,721+273.1% | $8,859+309.4% | $12,270+195.6% |