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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 | $91,454 | $106,005-13.7% | $92,239-0.9% | $147,585-38.0% |
| Participation rate | 61.1% | 80.4%-19.3pp | 76.5%-15.4pp | 82.8%-21.7pp |
| Annual return | 5.27% | 50.05%-44.8pp | 176.29%-171.0pp | 578.58%-573.3pp |
| Employer contribution / active EE | $107 | $4,333-97.5% | $3,680-97.1% | $4,876-97.8% |
| Participant deferral / active EE | $3,542 | $4,478-20.9% | $3,897-9.1% | $5,439-34.9% |
| Admin fee / account holder | $560 | $6,333-91.2% | $5,194-89.2% | $10,886-94.9% |