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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 | $87,169 | $144,130-39.5% | $117,861-26.0% | $147,586-40.9% |
| Participation rate | 31.6% | 83.4%-51.8pp | 79.7%-48.1pp | 82.8%-51.2pp |
| Annual return | 8.42% | 531.20%-522.8pp | 335.11%-326.7pp | 578.59%-570.2pp |
| Employer contribution / active EE | $562 | $4,897-88.5% | $3,786-85.2% | $4,876-88.5% |
| Participant deferral / active EE | $2,328 | $5,316-56.2% | $4,482-48.1% | $5,439-57.2% |
| Admin fee / account holder | $12,633 | $10,887+16.0% | $8,021+57.5% | $10,886+16.1% |