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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 | $84,987 | $171,492-50.4% | $150,734-43.6% | $198,609-57.2% |
| Participation rate | 69.2% | 81.4%-12.2pp | 78.4%-9.2pp | 82.4%-13.1pp |
| Annual return | 3.52% | 804.70%-801.2pp | 600.81%-597.3pp | 202.70%-199.2pp |
| Employer contribution / active EE | $861 | $5,470-84.3% | $4,918-82.5% | $5,055-83.0% |
| Participant deferral / active EE | $2,595 | $6,259-58.5% | $5,610-53.7% | $6,977-62.8% |
| Admin fee / account holder | $3,725 | $17,628-78.9% | $14,905-75.0% | $19,030-80.4% |