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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 | $68,461 | $60,454+13.2% | $81,844-16.4% | $74,459-8.1% |
| Participation rate | 25.6% | 63.0%-37.3pp | 72.4%-46.8pp | 67.2%-41.6pp |
| Annual return | 9.40% | 16.87%-7.5pp | 778.87%-769.5pp | 1369.70%-1360.3pp |
| Employer contribution / active EE | $226 | $2,630-91.4% | $2,916-92.3% | $2,626-91.4% |
| Participant deferral / active EE | $1,642 | $3,398-51.7% | $4,323-62.0% | $4,350-62.2% |
| Admin fee / account holder | $1,231 | $1,490-17.4% | $7,355-83.3% | $1,945-36.7% |