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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 | $84,277 | $90,530-6.9% | $76,030+10.8% | $145,897-42.2% |
| Participation rate | 63.6% | 74.4%-10.8pp | 69.1%-5.4pp | 80.3%-16.7pp |
| Annual return | 7.21% | 625.08%-617.9pp | 361.54%-354.3pp | 552.29%-545.1pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,370 | $5,164-73.5% | $4,257-67.8% | $6,689-79.5% |
| Admin fee / account holder | $7,322 | $8,383-12.7% | $6,421+14.0% | $13,390-45.3% |