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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 | $75,384 | $88,710-15.0% | $81,783-7.8% | $145,959-48.4% |
| Participation rate | 38.5% | 75.0%-36.6pp | 72.4%-33.9pp | 80.3%-41.8pp |
| Annual return | 8.19% | 1027.26%-1019.1pp | 775.05%-766.9pp | 561.95%-553.8pp |
| Employer contribution / active EE | $69 | $3,083-97.8% | $2,913-97.6% | $4,661-98.5% |
| Participant deferral / active EE | $1,562 | $4,645-66.4% | $4,320-63.9% | $6,689-76.6% |
| Admin fee / account holder | $1,398 | $8,407-83.4% | $7,380-81.1% | $13,398-89.6% |