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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 | $90,691-7.1% | $76,119+10.7% | $145,884-42.2% |
| Participation rate | 63.6% | 74.5%-10.8pp | 69.1%-5.4pp | 80.3%-16.7pp |
| Annual return | 7.21% | 624.52%-617.3pp | 361.25%-354.0pp | 551.85%-544.6pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,370 | $5,167-73.5% | $4,259-67.8% | $6,690-79.5% |
| Admin fee / account holder | $7,322 | $8,383-12.7% | $6,421+14.0% | $13,392-45.3% |