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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 | $89,671 | $63,346+41.6% | $92,240-2.8% | $70,126+27.9% |
| Participation rate | 44.0% | 68.7%-24.7pp | 76.5%-32.5pp | 69.5%-25.5pp |
| Annual return | 9.64% | 530.19%-520.5pp | 176.29%-166.7pp | 73.15%-63.5pp |
| Employer contribution / active EE | $391 | $2,471-84.2% | $3,680-89.4% | $2,343-83.3% |
| Participant deferral / active EE | $2,086 | $2,854-26.9% | $3,897-46.5% | $3,332-37.4% |
| Admin fee / account holder | $6,087 | $3,841+58.5% | $5,194+17.2% | $4,645+31.0% |