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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 | $87,499 | $178,174-50.9% | $156,181-44.0% | $137,256-36.3% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 9.19% | 84.19%-75.0pp | 64.87%-55.7pp | 220.34%-211.2pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,053 | $6,888+16.9% | $6,132+31.3% | $6,407+25.7% |
| Admin fee / account holder | $1,120 | $17,404-93.6% | $14,586-92.3% | $12,270-90.9% |