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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 | $90,633 | $172,111-47.3% | $150,298-39.7% | $137,256-34.0% |
| Participation rate | 16.7% | 81.7%-65.0pp | 77.8%-61.1pp | 80.0%-63.3pp |
| Annual return | 4.39% | 69.37%-65.0pp | 62.79%-58.4pp | 220.34%-216.0pp |
| Employer contribution / active EE | $608 | $4,636-86.9% | $4,154-85.4% | $4,156-85.4% |
| Participant deferral / active EE | $3,742 | $6,166-39.3% | $5,453-31.4% | $6,407-41.6% |
| Admin fee / account holder | $186,927 | $16,471+1034.9% | $14,116+1224.2% | $12,270+1423.4% |