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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 | $98,522 | $198,457-50.4% | $170,435-42.2% | $147,586-33.2% |
| Participation rate | 54.5% | 88.0%-33.4pp | 83.6%-29.1pp | 82.8%-28.3pp |
| Annual return | 5.91% | 257.30%-251.4pp | 205.94%-200.0pp | 578.59%-572.7pp |
| Employer contribution / active EE | $754 | $6,183-87.8% | $5,432-86.1% | $4,876-84.5% |
| Participant deferral / active EE | $7,458 | $5,629+32.5% | $4,939+51.0% | $5,439+37.1% |
| Admin fee / account holder | $11,581 | $16,852-31.3% | $13,881-16.6% | $10,886+6.4% |