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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 | $90,601 | $159,934-43.4% | $147,005-38.4% | $145,959-37.9% |
| Participation rate | 68.8% | 84.0%-15.2pp | 82.2%-13.4pp | 80.3%-11.5pp |
| Annual return | 7.87% | 98.24%-90.4pp | 418.76%-410.9pp | 561.95%-554.1pp |
| Employer contribution / active EE | $760 | $5,287-85.6% | $4,934-84.6% | $4,661-83.7% |
| Participant deferral / active EE | $3,819 | $8,427-54.7% | $8,070-52.7% | $6,689-42.9% |
| Admin fee / account holder | $14,027 | $15,053-6.8% | $13,006+7.8% | $13,398+4.7% |