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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 | $181,062-49.9% | $158,223-42.7% | $155,188-41.6% |
| Participation rate | 16.7% | 82.7%-66.0pp | 79.2%-62.5pp | 80.8%-64.1pp |
| Annual return | 4.39% | 57.39%-53.0pp | 52.09%-47.7pp | 148.84%-144.5pp |
| Employer contribution / active EE | $608 | $4,565-86.7% | $4,109-85.2% | $4,248-85.7% |
| Participant deferral / active EE | $3,742 | $6,134-39.0% | $5,467-31.6% | $6,531-42.7% |
| Admin fee / account holder | $186,927 | $18,825+893.0% | $16,047+1064.9% | $14,480+1191.0% |