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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 | $67,337 | $88,710-24.1% | $81,783-17.7% | $145,959-53.9% |
| Participation rate | 22.2% | 75.0%-52.8pp | 72.4%-50.1pp | 80.3%-58.1pp |
| Annual return | 8.75% | 1027.26%-1018.5pp | 775.05%-766.3pp | 561.95%-553.2pp |
| Employer contribution / active EE | $323 | $3,083-89.5% | $2,913-88.9% | $4,661-93.1% |
| Participant deferral / active EE | $728 | $4,645-84.3% | $4,320-83.2% | $6,689-89.1% |
| Admin fee / account holder | $4,047 | $8,407-51.9% | $7,380-45.2% | $13,398-69.8% |