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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 | $117,155 | $160,028-26.8% | $147,080-20.3% | $145,884-19.7% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 4.49% | 98.60%-94.1pp | 420.17%-415.7pp | 551.85%-547.4pp |
| Employer contribution / active EE | $642 | $5,286-87.9% | $4,933-87.0% | $4,662-86.2% |
| Participant deferral / active EE | $14,167 | $8,422+68.2% | $8,066+75.6% | $6,690+111.8% |
| Admin fee / account holder | $752 | $15,030-95.0% | $12,989-94.2% | $13,392-94.4% |