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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 | $98,096 | $185,312-47.1% | $161,489-39.3% | $154,746-36.6% |
| Participation rate | 8.3% | 82.5%-74.1pp | 78.7%-70.4pp | 80.7%-72.4pp |
| Annual return | 3.65% | 103.84%-100.2pp | 89.72%-86.1pp | 172.34%-168.7pp |
| Employer contribution / active EE | $892 | $4,769-81.3% | $4,268-79.1% | $4,379-79.6% |
| Participant deferral / active EE | $3,361 | $6,350-47.1% | $5,630-40.3% | $6,730-50.1% |
| Admin fee / account holder | $88,910 | $18,654+376.6% | $16,006+455.5% | $14,365+518.9% |