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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 | $92,521 | $183,592-49.6% | $155,574-40.5% | $145,877-36.6% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 8.54% | 61.37%-52.8pp | 64.87%-56.3pp | 551.28%-542.7pp |
| Employer contribution / active EE | $782 | $5,317-85.3% | $4,676-83.3% | $4,663-83.2% |
| Participant deferral / active EE | $5,489 | $6,466-15.1% | $5,629-2.5% | $6,691-18.0% |
| Admin fee / account holder | $4,534 | $19,316-76.5% | $15,914-71.5% | $13,402-66.2% |