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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 | $90,722 | $88,815+2.1% | $81,882+10.8% | $145,897-37.8% |
| Participation rate | 30.0% | 75.1%-45.1pp | 72.4%-42.4pp | 80.3%-50.3pp |
| Annual return | 9.43% | 1033.75%-1024.3pp | 779.47%-770.0pp | 552.29%-542.9pp |
| Employer contribution / active EE | $329 | $3,086-89.3% | $2,916-88.7% | $4,663-92.9% |
| Participant deferral / active EE | $4,868 | $4,647+4.7% | $4,323+12.6% | $6,689-27.2% |
| Admin fee / account holder | $922 | $8,434-89.1% | $7,360-87.5% | $13,390-93.1% |