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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 | $90,617 | $117,895-23.1% | $102,460-11.6% | $145,897-37.9% |
| Participation rate | 31.8% | 78.6%-46.8pp | 76.5%-44.7pp | 80.3%-48.5pp |
| Annual return | 8.60% | 31.92%-23.3pp | 29.47%-20.9pp | 552.29%-543.7pp |
| Employer contribution / active EE | $547 | $3,619-84.9% | $3,025-81.9% | $4,663-88.3% |
| Participant deferral / active EE | $1,801 | $5,736-68.6% | $5,056-64.4% | $6,689-73.1% |
| Admin fee / account holder | $1,411 | $13,353-89.4% | $9,460-85.1% | $13,390-89.5% |